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
251
$20.5K 0.01%
+174
252
$20.4K 0.01%
+41
253
$20.1K 0.01%
+257
254
$19.5K 0.01%
+79
255
$19.3K 0.01%
+84
256
$19.2K 0.01%
+64
257
$19K 0.01%
+240
258
$18.7K 0.01%
+149
259
$18.7K 0.01%
+445
260
$18.7K 0.01%
+112
261
$18.7K 0.01%
+240
262
$18.2K 0.01%
+118
263
$17.8K 0.01%
+227
264
$17.7K 0.01%
+39
265
$17.3K 0.01%
+25
266
$17.3K 0.01%
+300
267
$16.9K 0.01%
+47
268
$16.6K 0.01%
+283
269
$16.2K 0.01%
+268
270
$16.1K 0.01%
+140
271
$16.1K 0.01%
+40
272
$16.1K 0.01%
+355
273
$15.8K 0.01%
+221
274
$15.7K 0.01%
+119
275
$15.6K 0.01%
+85