ACG Wealth
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 337,488
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 4/25/2014 | 183 | 337,488 | 13F-HR | Atlanta Capital Group |
| Q4 2013 | 2/12/2014 | 181 | 391,201 | 13F-HR | Atlanta Capital Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 260.4 K | 77.3% | 0 | 40.36 K | -40.36 K |
| ETFs | 76.17 K | 22.6% | 0 | 13.14 K | -13.14 K |
| Debt | 410 | 0.1% | 0 | 0 | 0 |
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Fund Snapshot
Q1 2014
Latest filed
4/25/2014
Total value ($000)
337,488
Holdings
183
QoQ value change ($000)
-53,713
(-13.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.