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
301
$11.7K 0.01%
+46
302
$11.7K 0.01%
+24
303
$11.6K 0.01%
+138
304
$11.5K 0.01%
+108
305
$11.4K 0.01%
+143
306
$11.3K 0.01%
+11
307
$11.3K 0.01%
+294
308
$11.1K 0.01%
+85
309
$11.1K 0.01%
+30
310
$10.9K 0.01%
+21
311
$10.9K 0.01%
+44
312
$10.8K 0.01%
+108
313
$10.5K 0.01%
+38
314
$10.5K 0.01%
+100
315
$10.5K 0.01%
+38
316
$10.4K 0.01%
+77
317
$10.4K 0.01%
+100
318
$10.3K 0.01%
+57
319
$10.2K 0.01%
+56
320
$10.2K 0.01%
+34
321
$10.1K 0.01%
+19
322
$10.1K 0.01%
+92
323
$9.92K 0.01%
+140
324
$9.91K 0.01%
+186
325
$9.89K 0.01%
+49