Atlas Capital Profile Picture
Manager Disclosure Document

Atlas Capital

Investment Adviser

Investment portfolio

Atlas Capital Broad ETF

See full details
  • Strategy
    ETF asset allocation
Sharpe ratio
-0.05

365 days

Manager performance
0.00849,0.00107,0.00528,-0.00724,-0.00930,0.00349,-0.00775,0.00105,0.00536,-0.00265,0.00381,-0.01200,0.00982,-0.00324,0.00549,0.00148,0.00033,-0.00422,-0.00029,-0.00367,0.00037,-0.01940,-0.00462,0.00607,-0.01044,-0.00070,-0.00680,0.00878,0.00415,-0.00088,0.00623,0.00614,-0.00112,0.00866,0.00420,-0.00061,0.00351,-0.00185,0.00565,0.00139,0.00110,-0.00379,0.00073,0.00073,0.00211,-0.00272,0.00279,-0.00588,-0.00507,0.00376,-0.00173,-0.00347,-0.00281,0.00541,-0.00149,0.00590,-0.00440,-0.00787,-0.00737,0.00526,-0.01608,0.00589,-0.00314,-0.00217,-0.01278,-0.00321,0.00703,0.00066,-0.01621,0.01535,-0.02368,-0.01368,-0.01068,0.00100,-0.00763,-0.00092,0.01521,0.00657,0.01756,-0.00807,0.01224,0.00801,-0.00296,0.01354,-0.00357,0.00686,0.00950,-0.00316,-0.00279,0.00352,0.00040,0.00081,0.00403,0.00185,-0.00179,-0.00022,0.00117,-0.00073,0.00875,-0.00312,-0.00023,0.00869,0.00220,0.00083,0.00454,-0.00686,-0.00671,0.00463,0.00352,-0.00212,0.00233,-0.00774,-0.00291,-0.01546,0.00139,-0.01597,-0.00965,-0.00269,0.01462,0.02185,0.00144,0.00128,-0.00245,0.00388,0.00353,0.00093,-0.00389,-0.00711,-0.00236,-0.01793,-0.00947,0.01279,0.01723,-0.00675,-0.00571,-0.00022,-0.00444,-0.00388,0.01171,0.00227,0.00642,0.01294,-0.00515,0.00387,-0.00822,-0.01301,0.00904,-0.01733,0.01284,0.01445,-0.00616,0.01113,-0.00787,-0.00405,0.00833,-0.00117,0.01184,0.00436,0.00293,0.00169,-0.00088,0.00739,-0.00149,0.00461,-0.00075,-0.00119,-0.00296,0.00458,-0.00621,-0.00345,0.00128,-0.01475,0.00348,-0.01826,0.00037,0.01103,-0.00655,0.01381,-0.00061,0.01523,-0.00712,0.01110,-0.00049,-0.00308,-0.01638,-0.00365,0.00278,0.01028,-0.00817,-0.00076,0.00541,0.00746,-0.00135,0.00534,0.00412,0.00528,-0.00483,0.00318,0.00506,0.00135,-0.01211,0.00661,0.00209,0.00423,0.00370,0.00154,-0.00155,0.00295,-0.00618,-0.01146,0.00974,0.00326,-0.01298,-0.00325,0.00206,0.01515,-0.00457,-0.00271,0.00290,0.01136,0.00127,0.00014,-0.00071,-0.00013,0.00254,-0.00327,-0.01302,0.00890,-0.00258,-0.00751,0.00011,0.00063,0.00269,-0.01013,-0.00390,-0.00480,-0.00106,0.01407,0.00252,-0.00699,-0.00480,0.00309,0.00139,0.01037,-0.00580,0.00886,0.00218,-0.00833,-0.00181,-0.00360,-0.02207,0.00179:#0c3557:Manager 0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272:#c8c8c8:S&P_500
-0.6%

365 days

Risk score

1% fee
$10,000 minimum


Atlas Capital MergerArb

See full details
  • Strategy
    Aggressive
Sharpe ratio
0.85

365 days

Manager performance
-0.00505,-0.00195,-0.00063,0.00267,-0.00209,0.00127,0.00163,0.01105,-0.00106,-0.00271,0.00290,-0.00129,0.00182,0.00073,-0.00042,-0.00092,-0.00022,-0.00108,-0.00122,0.00346,-0.00111,-0.00507,-0.00043,-0.00068,0.00005,-0.00050,-0.00398,0.00102,-0.00675,-0.00802,-0.00971,0.00496,0.00311,0.01170,0.00187,0.00707,0.00065,-0.00017,0.00057,-0.00134,-0.00032,0.00135,0.00725,0.00088,0.00042,-0.00184,0.00550,-0.00203,-0.00386,0.00129,0.00397,-0.00456,0.00133,0.00264,0.00289,0.00277,-0.00029,-0.00275,-0.00280,-0.00016,-0.00553,0.00391,0.00014,-0.00428,-0.00275,0.00985,0.01504,-0.00315,-0.00604,0.00284,-0.01034,-0.00330,-0.00358,0.00182,-0.01144,0.00695,0.00111,0.01040,0.01100,-0.01566,0.00465,0.00181,-0.00409,0.00236,-0.00249,0.01035,0.01251,0.00204,-0.00372,0.00795,-0.00406,-0.00267,0.00545,0.00333,-0.00163,0.00213,0.00315,0.00203,0.00229,0.00531,0.00266,-0.00003,-0.00105,-0.00050,-0.00251,-0.01865,0.00063,0.00066,0.00049,-0.00122,-0.00287,-0.05174,-0.00815,-0.01731,-0.00284,-0.00592,-0.00300,-0.00186,0.06921,0.00747,0.00247,0.00567,0.00434,0.00011,0.00076,0.00359,-0.00060,-0.00387,0.00221,-0.00932,-0.00633,0.01288,0.00311,-0.00037,-0.00424,0.00322,-0.00069,-0.00254,0.01188,0.00166,0.00622,0.00096,-0.00157,0.00394,-0.00096,-0.00945,0.00222,0.00054,0.01066,0.01267,-0.00185,0.00540,0.00170,-0.00221,0.00288,-0.00101,0.00676,0.00277,0.00582,-0.00001,-0.00201,0.00064,-0.00131,0.00237,0.00266,-0.00491,0.00348,0.00131,0.00095,-0.00119,-0.00608,-0.00853,-0.00049,-0.00515,-0.00121,0.00079,-0.00719,0.00746,-0.00448,0.00883,-0.00238,0.00762,0.00285,-0.00078,-0.00118,-0.00344,0.00450,-0.00146,-0.00885,0.00974,0.00928,0.00712,-0.00335,0.00172,0.01138,0.00382,-0.00342,0.00584,0.00774,-0.00372,-0.00636,0.00778,-0.00252,-0.00141,0.01120,-0.00174,0.00107,0.00256,0.00097,-0.00093,0.00201,0.00116,-0.00901,-0.00192,-0.00442,0.00995,-0.00493,0.00518,-0.00031,-0.00203,0.00357,0.00052,-0.00753,-0.00077,0.00691,-0.00373,-0.00443,0.00448,-0.00692,-0.00281,-0.00064,0.00270,0.00203,-0.00338,0.00266,-0.00375,-0.00082,0.00564,0.00136,-0.00383,-0.00220,0.00276,0.00161,0.00137,-0.00426,0.00068,0.00091,-0.00306,-0.00272,0.00041,-0.00807,0.00159:#0c3557:Manager 0.00686,0.00072,0.00548,0.00000,-0.00388,-0.00676,0.00470,-0.00413,0.00157,0.00485,-0.00193,0.00432,-0.01174,0.01027,-0.00229,0.00502,0.00176,0.00050,-0.00483,0.00029,-0.00448,0.00022,-0.01994,-0.00286,0.00719,-0.00959,0.00032,-0.00532,0.01156,0.00294,-0.00158,0.00696,0.00440,0.00006,0.00859,0.00520,0.00254,0.00297,-0.00186,0.00480,0.00106,0.00026,-0.00156,0.00340,0.00000,-0.00050,-0.00060,-0.00151,0.00506,-0.00290,-0.00653,0.00375,0.00116,-0.00594,-0.00070,0.00750,0.00132,0.00503,-0.00046,-0.00801,-0.00567,0.00785,-0.01617,0.00876,-0.00246,-0.00273,-0.01316,0.00009,0.01118,-0.00154,-0.01512,0.01781,-0.02061,-0.01135,-0.01647,0.00159,-0.00801,0.00018,0.01288,0.00916,0.01959,-0.00719,0.01230,0.00706,-0.00149,0.01194,-0.00128,0.00630,0.01174,-0.00011,-0.00283,0.00605,0.00408,0.00054,0.00318,0.00070,-0.00041,0.00061,0.00036,0.00079,0.00533,-0.00144,0.00201,0.00538,0.00288,-0.00104,0.00304,0.00000,-0.00250,-0.00679,0.00644,0.00403,-0.00115,0.00167,-0.00711,-0.00023,-0.01628,0.00481,-0.01617,-0.00631,-0.00849,0.02040,0.02417,0.00457,0.00395,0.00180,-0.00010,0.00000,0.00331,0.00103,-0.00477,-0.01031,0.00000,-0.00020,-0.01822,-0.00889,0.01194,0.01791,-0.00840,-0.00809,-0.00248,-0.00578,-0.00922,0.01344,0.00000,0.00158,0.00485,0.01528,-0.00549,0.00258,-0.01339,-0.01341,0.00961,-0.01298,0.01299,0.01446,-0.00386,0.01049,-0.00315,-0.00420,0.01072,0.00032,0.00989,0.00416,0.00000,0.00175,-0.00027,-0.00090,0.00625,-0.00029,0.00279,-0.00060,-0.00131,-0.00295,0.00618,-0.00453,-0.00418,0.00124,-0.01405,0.00404,-0.01690,-0.00176,0.01286,-0.00605,0.01355,-0.00332,0.01218,-0.00486,0.00901,-0.00175,-0.00606,-0.01454,-0.00235,0.00256,0.01233,-0.00870,-0.00384,0.00356,0.00000,0.00662,-0.00204,0.00306,0.00446,0.00520,-0.00449,0.00163,0.00515,-0.00076,-0.01131,0.00926,-0.00147,0.00512,0.00246,0.00226,-0.00414,0.00286,-0.00367,-0.01008,0.01092,0.00294,-0.01175,-0.00408,0.00402,0.01348,-0.00489,-0.00290,-0.00009,0.01089,0.00089,0.00311,-0.00044,-0.00082,0.00248,-0.00222,0.00000,-0.01026,0.00933,-0.00109,-0.00629,0.00216,-0.00096,0.00231,-0.00860,-0.00139,-0.00631,0.00045,0.01211,0.00203,-0.00694,-0.00460,0.00571,0.00200,0.01003,-0.00530,0.00609,0.00072,-0.00732,-0.00293,-0.00021,-0.02077,0.00272:#c8c8c8:S&P_500
10.2%

365 days

Risk score

1% fee
$10,000 minimum


Important Information

1. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.