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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
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
AAPLApple Inc
Recent Activity
Decreased -42.76%
1.51%
$9.863M
42,329 shares@ $233.0 avg price
VFHVanguard Financials Etf
Recent Activity
Decreased -4.9%
1.49%
$9.722M
88,454 shares@ $109.91 avg price
IVLUIshares Edge Msci Intl Value Factor Etf
Recent Activity
Decreased -5.96%
1.46%
$9.571M
324,110 shares@ $29.54 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
FSTAFidelity Msci Consumer Staples Etf
Recent Activity
Increased 39.86%
1.26%
$8.237M
161,357 shares@ $51.05 avg price
VPLVanguard Ftse Pacific Etf
Recent Activity
Decreased -2.07%
1.25%
$8.196M
104,553 shares@ $78.39 avg price