AF

Atala Financial Portfolio holdings

AUM $157M
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$1.08M
3 +$664K
4
PYPL icon
PayPal
PYPL
+$543K
5
ADBE icon
Adobe
ADBE
+$400K

Top Sells

1 +$907K
2 +$397K
3 +$376K
4
MIO
Pioneer Municipal High Income Opportunities Fund
MIO
+$356K
5
MRK icon
Merck
MRK
+$247K

Sector Composition

1 Technology 22%
2 Communication Services 11.89%
3 Consumer Discretionary 10.22%
4 Industrials 10.13%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9.36K 0.01%
140
327
$9.31K 0.01%
13,387
328
$9.23K 0.01%
44
329
$9.2K 0.01%
19
330
$9.19K 0.01%
310
331
$9.02K 0.01%
34
332
$9K 0.01%
38
333
$8.85K 0.01%
57
334
$8.78K 0.01%
159
-15
335
$8.75K 0.01%
186
336
$8.71K 0.01%
64
337
$8.56K 0.01%
74
338
$8.51K 0.01%
421
339
$8.24K 0.01%
27
340
$8.19K 0.01%
16
341
$8.17K 0.01%
100
342
$8.04K 0.01%
77
343
$8.03K 0.01%
51
344
$8.02K 0.01%
178
345
$8K 0.01%
92
346
$7.92K 0.01%
106
347
$7.84K 0.01%
25
348
$7.83K 0.01%
70
349
$7.8K 0.01%
257
350
$7.71K 0.01%
81