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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
XLKSpdr S P Info Technology Etf
Recent Activity
Increased 9.58%
3.67%
$24.043M
106,498 shares@ $225.77 avg price
SPEMSpdr Emerging Market Etf
Recent Activity
Increased 10.34%
2.57%
$16.808M
407,174 shares@ $41.29 avg price
VSSVanguard Ftse All-wld Ex-us Small Cap Etf
Recent Activity
Increased 10.38%
2.2%
$14.394M
114,277 shares@ $125.97 avg price
VHTVanguard Health Care Etf
Recent Activity
Increased 17.87%
1.85%
$12.097M
42,865 shares@ $282.2 avg price
SPYSpdr S P 500 Etf
Recent Activity
Increased 3.66%
1.67%
$10.956M
19,095 shares@ $573.78 avg price
FTECFidelity Msci Information Tech Etf
Recent Activity
Increased 2.99%
1.58%
$10.317M
59,121 shares@ $174.51 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 2.09%
1.56%
$10.204M
36,036 shares@ $283.17 avg price
XLISpdr S P Industrials Etf
Recent Activity
Increased 4.35%
1.52%
$9.968M
73,594 shares@ $135.45 avg price
SCHCSchwab Intl Small-cap Equity Etf
Recent Activity
Increased 3.81%
1.36%
$8.912M
231,297 shares@ $38.53 avg price
SPDWSpdr Developed World Ex-us Etf
Recent Activity
Increased 3.05%
1.26%
$8.251M
219,686 shares@ $37.57 avg price