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Albert Gutierrez

@Atlas Capital Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$656.123MTotal holdings902
Assets growth rate-14.79%Assets growth rate (2-Q avg)2.74%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Capital Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 902 positions.

Assets under management

The assets under management (AUM) of Atlas Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 656.123M in assets, with a quarterly growth rate of -14.79% and a 2-quarter average growth rate of 2.74%. The portfolio is managed by Albert Gutierrez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
New Position
0.39%
$2.505M
3,069 shares@ $816.08 avg price
TELTe Connectivity Ltd
Recent Activity
New Position
0.2%
$1.305M
8,645 shares@ $150.99 avg price
VIRTVirtu Financial Inc A
Recent Activity
New Position
0.09%
$585,106
19,209 shares@ $30.46 avg price
HIWHighwoods Properties Inc
Recent Activity
New Position
0.09%
$528,586
15,774 shares@ $33.51 avg price
TSCDYTesco Plc - Adr
Recent Activity
New Position
0.08%
$508,169
35,022 shares@ $14.51 avg price
EDPFYEdp - Energias De Portugal Sa
Recent Activity
New Position
0.06%
$369,263
8,059 shares@ $45.82 avg price
FMSFresenius Medical Care Ag Co Kgaa
Recent Activity
New Position
0.06%
$346,678
16,276 shares@ $21.3 avg price
TKOMYTokio Marine Holdings Inc Adr
Recent Activity
New Position
0.06%
$337,876
9,219 shares@ $36.65 avg price
ENGIYEngie Adr
Recent Activity
New Position
0.05%
$302,548
17,448 shares@ $17.34 avg price
MPWMedical Properties Trust Inc
Recent Activity
New Position
0.04%
$259,576
44,372 shares@ $5.85 avg price