Atlas Capital Profile Picture
Manager Disclosure Document

Atlas Capital

Investment Adviser

Investment portfolio

Atlas Capital Broad ETF

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  • Strategy
    ETF asset allocation
Sharpe ratio
0.49

365 days

Manager performance
-0.00234,-0.00024,0.00704,0.00172,0.00438,0.00916,0.00265,0.00389,-0.01394,0.00126,-0.00216,0.00565,0.00052,-0.00040,0.00611,-0.01030,0.00971,0.00449,-0.00131,-0.00371,0.00382,0.00114,-0.00737,-0.02395,-0.00715,0.00871,-0.01102,0.01012,-0.01048,-0.02218,0.00897,0.00036,0.01565,0.01349,-0.00085,0.01221,0.00230,0.00509,0.00435,0.00484,-0.00739,0.00586,0.00099,0.00673,-0.00167,-0.00047,0.00533,0.00267,-0.01395,0.01767,0.00090,0.00595,-0.00277,-0.00355,-0.00556,-0.00177,-0.01468,-0.00181,0.01081,0.00757,-0.00886,0.00097,-0.00634,-0.00260,0.00281,-0.00503,0.00061,0.00512,0.01285,0.00832,0.00316,-0.00244,-0.00898,-0.00941,0.00178,0.01308,-0.02033,-0.00932,0.00404,0.00160,0.01134,0.00361,0.00265,0.00563,-0.00265,0.00090,-0.00802,0.00054,0.00594,0.00332,0.00131,-0.00019,0.00023,-0.00559,0.00279,-0.00078,0.00005,0.01030,-0.00076,-0.00466,-0.00769,0.00240,0.00258,-0.00723,0.00782,0.00313,0.00401,0.00723,-0.00157,0.00478,-0.00015,0.00188,-0.00151,0.00158,0.00787,0.00587,0.00065,-0.00070,-0.00475,-0.00413,0.00067,-0.00040,0.00171,0.00743,0.00147,-0.00106,-0.00178,-0.01147,0.00293,0.00101,0.00221,0.00700,0.00849,0.00107,0.00528,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-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:#c8c8c8:S&P_500
5.7%

365 days

Risk score

1% fee
$10,000 minimum


Atlas Capital MergerArb

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  • Strategy
    Aggressive
Sharpe ratio
0.59

365 days

Manager performance
-0.00385,-0.00065,0.00388,0.00423,-0.00098,0.00219,0.00555,0.00196,-0.00552,0.00749,0.00027,0.01120,-0.00204,0.00071,0.00344,-0.01047,-0.00075,0.00283,-0.00365,-0.00360,-0.00232,-0.00272,-0.00249,-0.00727,-0.00605,0.00475,-0.01034,0.00908,-0.00254,-0.01555,0.00406,-0.00224,0.00475,0.00342,-0.00066,0.00408,-0.00001,0.00343,-0.00023,0.00560,-0.00847,0.00176,0.00557,0.00853,0.00264,0.01123,0.00350,0.00384,-0.01056,0.01216,0.00044,0.00487,-0.00036,-0.00044,-0.00342,-0.00410,-0.00520,0.01042,0.00095,0.00302,-0.00003,-0.00213,-0.01457,-0.00362,-0.00041,-0.00583,-0.01167,0.00344,0.00708,0.01316,0.00305,0.00331,-0.00744,-0.01251,-0.00182,0.01066,-0.01692,0.00395,0.00880,0.00652,0.00674,0.00692,-0.00019,0.00200,-0.00428,-0.00442,-0.00665,-0.00014,0.00236,0.00392,-0.00357,0.02038,0.00523,-0.00671,0.00227,-0.01030,0.00125,0.01069,0.00472,-0.00187,-0.00605,0.00534,0.00141,0.00093,-0.00087,0.00340,-0.00379,-0.01003,-0.00291,0.00386,-0.00329,0.00410,0.00888,-0.00454,-0.00321,0.00008,0.00348,-0.00466,0.00645,-0.00138,0.00635,0.00328,0.00007,0.00485,0.00457,-0.00220,-0.00393,-0.00150,-0.00065,0.00686,-0.00006,-0.00033,-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:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-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:#c8c8c8:S&P_500
7.5%

365 days

Risk score

1% fee
$10,000 minimum


Atlas Capital 100-30 Portfolio

See full details
  • Strategy
    Stock selection
Sharpe ratio
1.09

365 days

Manager performance
-0.00183,0.00333,0.00307,0.00305,0.00432,-0.00134,-0.00116,0.00152,-0.00598,0.00163,-0.00177,0.00340,0.00063,0.00309,0.00086,-0.00787,0.00837,0.00239,-0.00939,-0.00484,-0.00106,0.00540,-0.00956,-0.01903,-0.00403,-0.00065,-0.00593,0.00434,-0.00366,-0.01768,-0.00045,0.00010,0.01086,0.00600,-0.00459,0.00882,-0.00034,0.00362,0.00872,0.00149,-0.00541,0.00701,0.00016,0.01083,-0.00408,0.00386,0.00093,0.00415,-0.00225,0.00994,0.00146,-0.00149,0.00132,-0.00031,-0.00557,-0.00105,-0.00925,-0.00012,0.00661,0.00738,0.00276,0.00770,0.00306,-0.00121,0.00467,-0.00009,-0.00481,0.01074,0.00412,0.01069,0.00439,-0.00233,-0.01637,-0.01278,-0.00069,0.01206,-0.02191,-0.01074,0.00978,0.00570,0.01213,0.00616,0.00443,0.00456,0.00279,-0.00012,-0.01130,-0.00154,0.00603,0.00459,0.00080,0.00058,0.00484,-0.00728,0.00390,-0.00112,0.00047,0.01127,0.00239,-0.00651,-0.00930,-0.00107,0.00916,-0.00698,0.00644,0.00435,0.00609,0.00572,0.00231,0.00260,-0.00244,0.00399,0.00024,0.00200,0.00322,0.00537,-0.00451,-0.00238,-0.00025,-0.00642,0.00344,0.00305,0.00395,0.00325,0.00035,0.00269,-0.00191,-0.00690,0.00304,0.00007,-0.00033,-0.00053,0.00902,-0.00034,0.00368,-0.00500,-0.00441,0.00346,-0.00091,0.00404,0.00209,-0.00043,0.00209,-0.00986,0.00564,-0.00258,0.00735,-0.00002,-0.00078,-0.00334,0.00075,-0.00595,-0.00038,-0.01521,0.00157,0.00395,-0.00551,-0.00495,-0.00848,0.01041,0.00237,-0.00199,0.00699,0.00313,-0.00096,0.00735,0.00339,0.00484,0.00055,-0.00110,0.00445,-0.00101,0.00263,-0.00006,0.00187,-0.00009,-0.00025,-0.00101,0.00396,-0.00075,-0.00199,0.00104,-0.00058,-0.00455,-0.00129,0.00741,0.00307,0.00371,-0.00457,-0.00705,-0.00614,0.00379,-0.01242,0.00685,-0.00395,-0.00426,-0.01202,-0.00317,0.01152,-0.00320,-0.01283,0.01198,-0.02135,-0.01035,-0.01996,0.00006,-0.00492,0.00365,0.01168,0.00633,0.01738,-0.00637,0.01205,0.00704,-0.00206,0.01139,0.00469,0.00137,0.01201,0.00124,-0.00394,0.00539,0.00083,-0.00456,0.00120,0.00060,0.00075,0.00521,-0.00084,0.00691,0.00725,-0.00487,0.00368,0.00479,0.00603,0.00081,0.00373,-0.00542,-0.00732,0.00547,0.00300,-0.00128,0.00421,-0.00727,0.00110,-0.01554,0.00283,-0.01664,-0.00411,-0.00549,0.01449,0.02005:#0c3557:Manager -0.00044,0.00482,0.00547,0.00303,0.00000,0.00475,-0.00015,-0.00011,0.00402,0.00000,-0.00872,-0.00031,-0.00250,0.00609,0.00009,0.00034,0.00231,-0.01247,0.01082,0.00519,-0.00132,-0.00388,0.00000,0.00280,0.00069,-0.00888,-0.02087,-0.00484,0.00614,-0.01010,0.01133,-0.00647,-0.02283,0.00770,-0.00173,0.01295,0.01330,0.00159,0.01111,0.00022,0.00591,0.00489,0.00000,0.00132,-0.00647,0.00621,-0.00179,0.00620,-0.00133,0.00022,0.00509,0.00280,-0.00733,0.01529,0.00014,0.00189,0.00062,-0.00040,-0.00504,0.00056,-0.01157,-0.00280,0.00961,0.00725,-0.00613,0.00606,-0.00293,-0.00486,0.00451,-0.00697,-0.00173,0.00468,0.00797,0.00711,0.00303,-0.00111,-0.01250,-0.01075,0.00408,0.01101,-0.02088,-0.00939,0.00822,0.00676,0.01052,0.00141,0.00000,0.00379,0.00409,-0.00209,0.00174,-0.00809,0.00330,0.00478,0.00304,-0.00008,-0.00135,0.00195,-0.00897,0.00604,-0.00112,0.00170,0.00971,0.00067,-0.00451,-0.00917,0.00375,0.00392,-0.00647,0.00826,0.00250,0.00426,0.00000,0.00600,-0.00096,0.00549,0.00185,0.00082,-0.00033,0.00207,0.00659,0.00477,0.00099,-0.00024,-0.00343,-0.00680,0.00315,0.00084,0.00219,0.00773,0.00142,0.00174,-0.00013,-0.00635,0.00492,-0.00101,0.00197,-0.00033,0.00686,0.00072,0.00548,0.00000,-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:#c8c8c8:S&P_500
11.5%

365 days

Risk score

1% fee
$100,000 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.