Asset Manager
← All Institutions
ATLAS CAPITAL ADVISORS INC.
Market Value
$0
-100.0%
Holdings
863
-87
New Purchases
0
Added To
0
Closed
863
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 79 | $0 | 0% |
| Large Cap | 555 | $0 | 0% |
| Mid Cap | 171 | $0 | 0% |
| Small Cap | 43 | $0 | 0% |
| Micro Cap | 15 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$109.5B
Median Market Cap
$25.5B
Avg P/E
27.6
Median P/E
18.1
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
672
# ETFs / Funds
191
Top Holdings (863 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NFG | —% | — | — | — | -$489K | -5,773 | -100.0% | SOLD |
| 2 | AME | —% | — | — | — | -$2K | -10 | -100.0% | SOLD |
| 3 | PAC | —% | — | — | — | -$11K | -49 | -100.0% | SOLD |
| 4 | ABT | —% | — | — | — | -$2M | -15,039 | -100.0% | SOLD |
| 5 | T | —% | — | — | — | -$4M | -122,417 | -100.0% | SOLD |
| 6 | AVB | —% | — | — | — | -$300K | -1,476 | -100.0% | SOLD |
| 7 | BDX | —% | — | — | — | -$493K | -2,860 | -100.0% | SOLD |
| 8 | FMX | —% | — | — | — | -$62K | -601 | -100.0% | SOLD |
| 9 | CPA | —% | — | — | — | -$847K | -7,705 | -100.0% | SOLD |
| 10 | EXPD | —% | — | — | — | -$571 | -5 | -100.0% | SOLD |
| 11 | HRB | —% | — | — | — | -$7K | -135 | -100.0% | SOLD |
| 12 | AMP | —% | — | — | — | -$6K | -12 | -100.0% | SOLD |
| 13 | ASX | —% | — | — | — | -$149K | -14,385 | -100.0% | SOLD |
| 14 | TSLX | —% | — | — | — | -$122K | -5,115 | -100.0% | SOLD |
| 15 | GLW | —% | — | — | — | -$1M | -20,399 | -100.0% | SOLD |
| 16 | ACI | —% | — | — | — | -$311K | -14,450 | -100.0% | SOLD |
| 17 | ARW | —% | — | — | — | -$218K | -1,707 | -100.0% | SOLD |
| 18 | BRK-A | —% | — | — | — | -$2M | -3 | -100.0% | SOLD |
| 19 | CB | —% | — | — | — | -$495K | -1,710 | -100.0% | SOLD |
| 20 | DIS | —% | — | — | — | -$1M | -11,951 | -100.0% | SOLD |
| 21 | CVX | —% | — | — | — | -$215K | -1,500 | -100.0% | SOLD |
| 22 | AN | —% | — | — | — | -$611K | -3,077 | -100.0% | SOLD |
| 23 | ED | —% | — | — | — | -$501 | -5 | -100.0% | SOLD |
| 24 | ALSN | —% | — | — | — | -$1M | -12,640 | -100.0% | SOLD |
| 25 | AIZ | —% | — | — | — | -$99K | -502 | -100.0% | SOLD |
| 26 | WY | —% | — | — | — | -$1K | -45 | -100.0% | SOLD |
| 27 | MITSY | —% | — | — | — | -$519K | -1,274 | -100.0% | SOLD |
| 28 | FDX | —% | — | — | — | -$62K | -273 | -100.0% | SOLD |
| 29 | ALL | —% | — | — | — | -$1M | -6,473 | -100.0% | SOLD |
| 30 | OC | —% | — | — | — | -$341K | -2,480 | -100.0% | SOLD |
| 31 | YETI | —% | — | — | — | -$6K | -187 | -100.0% | SOLD |
| 32 | UBER | —% | — | — | — | -$12K | -132 | -100.0% | SOLD |
| 33 | HMC | —% | — | — | — | -$166K | -5,755 | -100.0% | SOLD |
| 34 | CVS | —% | — | — | — | -$1M | -20,174 | -100.0% | SOLD |
| 35 | HPE | —% | — | — | — | -$499K | -24,377 | -100.0% | SOLD |
| 36 | NOW | —% | — | — | — | -$7K | -7 | -100.0% | SOLD |
| 37 | UI | —% | — | — | — | -$5K | -12 | -100.0% | SOLD |
| 38 | RHHBY | —% | — | — | — | -$114K | -2,790 | -100.0% | SOLD |
| 39 | ACN | —% | — | — | — | -$106K | -353 | -100.0% | SOLD |
| 40 | QXO | —% | — | — | — | -$128K | -5,938 | -100.0% | SOLD |
| 41 | AGCO | —% | — | — | — | -$193K | -1,869 | -100.0% | SOLD |
| 42 | ALV | —% | — | — | — | -$62K | -555 | -100.0% | SOLD |
| 43 | BMY | —% | — | — | — | -$351K | -7,584 | -100.0% | SOLD |
| 44 | XOM | —% | — | — | — | -$29K | -270 | -100.0% | SOLD |
| 45 | BROS | —% | — | — | — | -$3K | -49 | -100.0% | SOLD |
| 46 | SLGN | —% | — | — | — | -$36K | -667 | -100.0% | SOLD |
| 47 | M | —% | — | — | — | -$16K | -1,383 | -100.0% | SOLD |
| 48 | NOK | —% | — | — | — | -$378K | -72,897 | -100.0% | SOLD |
| 49 | BBVA | —% | — | — | — | -$777K | -50,543 | -100.0% | SOLD |
| 50 | CFG | —% | — | — | — | -$51K | -1,132 | -100.0% | SOLD |
| 51 | TDC | —% | — | — | — | -$3K | -153 | -100.0% | SOLD |
| 52 | ALLE | —% | — | — | — | -$864 | -6 | -100.0% | SOLD |
| 53 | AMT | —% | — | — | — | -$88K | -400 | -100.0% | SOLD |
| 54 | HWM | —% | — | — | — | -$221K | -1,185 | -100.0% | SOLD |
| 55 | PSX | —% | — | — | — | -$331K | -2,771 | -100.0% | SOLD |
| 56 | ZTS | —% | — | — | — | -$2K | -14 | -100.0% | SOLD |
| 57 | THG | —% | — | — | — | -$552K | -3,252 | -100.0% | SOLD |
| 58 | NTR | —% | — | — | — | -$6K | -98 | -100.0% | SOLD |
| 59 | AIG | —% | — | — | — | -$50K | -581 | -100.0% | SOLD |
| 60 | D | —% | — | — | — | -$2K | -42 | -100.0% | SOLD |
| 61 | UCB | —% | — | — | — | -$79K | -400 | -100.0% | SOLD |
| 62 | RELX | —% | — | — | — | -$32K | -587 | -100.0% | SOLD |
| 63 | VICI | —% | — | — | — | -$224K | -6,883 | -100.0% | SOLD |
| 64 | ALK | —% | — | — | — | -$40K | -812 | -100.0% | SOLD |
| 65 | KEYS | —% | — | — | — | -$20K | -120 | -100.0% | SOLD |
| 66 | GBCI | —% | — | — | — | -$147K | -1,303 | -100.0% | SOLD |
| 67 | SE | —% | — | — | — | -$156K | -978 | -100.0% | SOLD |
| 68 | YPF | —% | — | — | — | -$335K | -10,651 | -100.0% | SOLD |
| 69 | ZBH | —% | — | — | — | -$288K | -3,160 | -100.0% | SOLD |
| 70 | TRGP | —% | — | — | — | -$10K | -59 | -100.0% | SOLD |
| 71 | TME | —% | — | — | — | -$19K | -981 | -100.0% | SOLD |
| 72 | CARR | —% | — | — | — | -$200K | -2,728 | -100.0% | SOLD |
| 73 | BAP | —% | — | — | — | -$292K | -1,306 | -100.0% | SOLD |
| 74 | GPC | —% | — | — | — | -$849 | -7 | -100.0% | SOLD |
| 75 | STLA | —% | — | — | — | -$146K | -14,557 | -100.0% | SOLD |
| 76 | AVY | —% | — | — | — | -$404K | -2,300 | -100.0% | SOLD |
| 77 | ANET | —% | — | — | — | -$155K | -1,516 | -100.0% | SOLD |
| 78 | VOYA | —% | — | — | — | -$22K | -306 | -100.0% | SOLD |
| 79 | MUSA | —% | — | — | — | -$255K | -626 | -100.0% | SOLD |
| 80 | NCLH | —% | — | — | — | -$8K | -396 | -100.0% | SOLD |
| 81 | ICE | —% | — | — | — | -$148K | -806 | -100.0% | SOLD |
| 82 | AFL | —% | — | — | — | -$5K | -46 | -100.0% | SOLD |
| 83 | CVE | —% | — | — | — | -$59K | -4,370 | -100.0% | SOLD |
| 84 | THO | —% | — | — | — | -$20K | -227 | -100.0% | SOLD |
| 85 | ICL | —% | — | — | — | -$25K | -3,685 | -100.0% | SOLD |
| 86 | HII | —% | — | — | — | -$119K | -494 | -100.0% | SOLD |
| 87 | AYI | —% | — | — | — | -$14K | -47 | -100.0% | SOLD |
| 88 | BMA | —% | — | — | — | -$337K | -4,806 | -100.0% | SOLD |
| 89 | TEVA | —% | — | — | — | -$593K | -35,374 | -100.0% | SOLD |
| 90 | MS | —% | — | — | — | -$264K | -1,871 | -100.0% | SOLD |
| 91 | BCS | —% | — | — | — | -$1M | -66,515 | -100.0% | SOLD |
| 92 | AES | —% | — | — | — | -$189 | -18 | -100.0% | SOLD |
| 93 | AM | —% | — | — | — | -$331K | -17,449 | -100.0% | SOLD |
| 94 | OTIS | —% | — | — | — | -$135K | -1,364 | -100.0% | SOLD |
| 95 | ATHM | —% | — | — | — | -$26K | -1,009 | -100.0% | SOLD |
| 96 | GS | —% | — | — | — | -$16K | -22 | -100.0% | SOLD |
| 97 | SHG | —% | — | — | — | -$117K | -2,596 | -100.0% | SOLD |
| 98 | HD | —% | — | — | — | -$111K | -302 | -100.0% | SOLD |
| 99 | SON | —% | — | — | — | -$2K | -38 | -100.0% | SOLD |
| 100 | WSM | —% | — | — | — | -$1M | -6,512 | -100.0% | SOLD |