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
401
$5.98K ﹤0.01%
+28
402
$5.91K ﹤0.01%
+45
403
$5.82K ﹤0.01%
+313
404
$5.72K ﹤0.01%
+67
405
$5.62K ﹤0.01%
+63
406
$5.61K ﹤0.01%
+62
407
$5.61K ﹤0.01%
+25
408
$5.58K ﹤0.01%
+54
409
$5.56K ﹤0.01%
+60
410
$5.52K ﹤0.01%
+170
411
$5.46K ﹤0.01%
+74
412
$5.27K ﹤0.01%
+100
413
$5.27K ﹤0.01%
+40
414
$5.21K ﹤0.01%
+56
415
$5.2K ﹤0.01%
+190
416
$5.19K ﹤0.01%
+14
417
$5.12K ﹤0.01%
+128
418
$5.08K ﹤0.01%
+125
419
$5.07K ﹤0.01%
+450
420
$4.99K ﹤0.01%
+24
421
$4.96K ﹤0.01%
+177
422
$4.81K ﹤0.01%
+53
423
$4.81K ﹤0.01%
+473
424
$4.76K ﹤0.01%
+62
425
$4.69K ﹤0.01%
+86