AF

Atala Financial Portfolio holdings

AUM $145M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1 +$5.74M
2 +$5.66M
3 +$4.56M
4
IBM icon
IBM
IBM
+$4.52M
5
AAPL icon
Apple
AAPL
+$4.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.53%
2 Communication Services 12.7%
3 Consumer Discretionary 10.46%
4 Industrials 7.18%
5 Financials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27.1K 0.02%
+978
227
$27K 0.02%
+282
228
$27K 0.02%
+122
229
$25.5K 0.02%
+88
230
$25.3K 0.02%
+284
231
$25.1K 0.02%
+48
232
$24.9K 0.02%
+376
233
$24.8K 0.02%
+378
234
$24.8K 0.02%
+178
235
$24.4K 0.02%
+380
236
$22.9K 0.02%
+68
237
$22.9K 0.02%
+261
238
$22.8K 0.02%
+1,156
239
$22.5K 0.02%
+204
240
$22.4K 0.02%
+186
241
$21.9K 0.02%
+202
242
$21.7K 0.02%
+103
243
$21.6K 0.02%
+150
244
$21.4K 0.02%
+46
245
$21.2K 0.01%
+202
246
$21K 0.01%
+50
247
$20.9K 0.01%
+65
248
$20.9K 0.01%
+520
249
$20.8K 0.01%
+300
250
$20.7K 0.01%
+280