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
376
$6.62K ﹤0.01%
34
377
$6.59K ﹤0.01%
107
378
$6.57K ﹤0.01%
36
379
$6.57K ﹤0.01%
45
380
$6.55K ﹤0.01%
98
381
$6.53K ﹤0.01%
230
382
$6.52K ﹤0.01%
8
383
$6.38K ﹤0.01%
805
384
$6.27K ﹤0.01%
85
385
$6.22K ﹤0.01%
13
386
$6.16K ﹤0.01%
68
387
$6.12K ﹤0.01%
298
388
$6K ﹤0.01%
313
389
$6K ﹤0.01%
153
390
$5.99K ﹤0.01%
33
391
$5.95K ﹤0.01%
74
392
$5.9K ﹤0.01%
145
393
$5.9K ﹤0.01%
93
394
$5.86K ﹤0.01%
192
395
$5.86K ﹤0.01%
56
396
$5.81K ﹤0.01%
128
397
$5.77K ﹤0.01%
+72
398
$5.64K ﹤0.01%
473
399
$5.6K ﹤0.01%
61
400
$5.56K ﹤0.01%
86