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
351
$7.91K 0.01%
+60
352
$7.9K 0.01%
+34
353
$7.84K 0.01%
+44
354
$7.76K 0.01%
+85
355
$7.67K 0.01%
+963
356
$7.67K 0.01%
+34
357
$7.65K 0.01%
+18
358
$7.56K 0.01%
+125
359
$7.54K 0.01%
+8
360
$7.51K 0.01%
+16
361
$7.4K 0.01%
+70
362
$7.38K 0.01%
+28
363
$7.25K 0.01%
+192
364
$7.21K 0.01%
+56
365
$7.19K 0.01%
+66
366
$7.18K 0.01%
+81
367
$7.13K 0.01%
+40
368
$6.96K ﹤0.01%
+24
369
$6.96K ﹤0.01%
+230
370
$6.9K ﹤0.01%
+48
371
$6.9K ﹤0.01%
+61
372
$6.87K ﹤0.01%
+81
373
$6.85K ﹤0.01%
+68
374
$6.85K ﹤0.01%
+85
375
$6.84K ﹤0.01%
+51
13 14
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