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
276
$15.6K 0.01%
+94
277
$15.3K 0.01%
+134
278
$15.1K 0.01%
+41
279
$15.1K 0.01%
+5,000
280
$15K 0.01%
+342
281
$14.8K 0.01%
+32
282
$14.7K 0.01%
+216
283
$14.7K 0.01%
+171
284
$14.6K 0.01%
+430
285
$14.5K 0.01%
+23
286
$14.4K 0.01%
+110
287
$13.6K 0.01%
+416
288
$13.5K 0.01%
+38
289
$13K 0.01%
+145
290
$12.8K 0.01%
+52
291
$12.6K 0.01%
+49
292
$12.6K 0.01%
+37
293
$12.4K 0.01%
+87
294
$12.3K 0.01%
+88
295
$12.3K 0.01%
+120
296
$12.2K 0.01%
+462
297
$12.1K 0.01%
+135
298
$11.9K 0.01%
+56
299
$11.8K 0.01%
+107
300
$11.8K 0.01%
+41