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Home > Institutional Investor > Atlas Capital Advisors Llc > Profile

Instuitional Investor - Atlas Capital Advisors Llc

Fund Profile
Filing Period:
Fund Name: Atlas Capital Advisors Llc
Portfolio Value $607,438,567
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 282,710 $41,236,141 6.78%
2.
Microsoft Corp
 MSFT 61,171 $19,314,743 3.17%
3.
Austex Oil Ltd
 518,500 $17,608,778 2.89%
4.
Sector Spdr Trust
 XLB 85,899 $14,081,579 2.31%
5.
Ishares Edge Msci Intl Etf
 400,870 $12,619,407 2.07%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)