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
376
$6.84K ﹤0.01%
+145
377
$6.81K ﹤0.01%
+92
378
$6.78K ﹤0.01%
+102
379
$6.74K ﹤0.01%
+55
380
$6.74K ﹤0.01%
+38
381
$6.73K ﹤0.01%
+46
382
$6.71K ﹤0.01%
+13
383
$6.7K ﹤0.01%
+92
384
$6.62K ﹤0.01%
+57
385
$6.61K ﹤0.01%
+298
386
$6.61K ﹤0.01%
+333
387
$6.59K ﹤0.01%
+80
388
$6.56K ﹤0.01%
+28
389
$6.55K ﹤0.01%
+100
390
$6.47K ﹤0.01%
+700
391
$6.47K ﹤0.01%
+153
392
$6.35K ﹤0.01%
+93
393
$6.32K ﹤0.01%
+70
394
$6.26K ﹤0.01%
+33
395
$6.24K ﹤0.01%
+110
396
$6.19K ﹤0.01%
+45
397
$6.17K ﹤0.01%
+32
398
$6.12K ﹤0.01%
+100
399
$6.08K ﹤0.01%
+805
400
$5.99K ﹤0.01%
+36