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
326
$9.85K 0.01%
+90
327
$9.79K 0.01%
+174
328
$9.66K 0.01%
+35
329
$9.59K 0.01%
+178
330
$9.54K 0.01%
+98
331
$9.48K 0.01%
+310
332
$9.44K 0.01%
+77
333
$9.38K 0.01%
+44
334
$9.21K 0.01%
+64
335
$9.14K 0.01%
+145
336
$9.11K 0.01%
+74
337
$9.06K 0.01%
+124
338
$8.92K 0.01%
+38
339
$8.88K 0.01%
+27
340
$8.85K 0.01%
+257
341
$8.81K 0.01%
+194
342
$8.75K 0.01%
+93
343
$8.71K 0.01%
+25
344
$8.66K 0.01%
+145
345
$8.56K 0.01%
+171
346
$8.56K 0.01%
+106
347
$8.53K 0.01%
+421
348
$8.23K 0.01%
+34
349
$8.19K 0.01%
+126
350
$7.98K 0.01%
+27