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
401
$5.52K ﹤0.01%
53
402
$5.51K ﹤0.01%
28
403
$5.45K ﹤0.01%
38
404
$5.44K ﹤0.01%
+96
405
$5.43K ﹤0.01%
450
406
$5.4K ﹤0.01%
60
407
$5.4K ﹤0.01%
62
408
$5.38K ﹤0.01%
45
409
$5.36K ﹤0.01%
56
410
$5.24K ﹤0.01%
40
411
$5.24K ﹤0.01%
67
412
$5.24K ﹤0.01%
81
413
$5.16K ﹤0.01%
14
414
$5.04K ﹤0.01%
190
415
$5.01K ﹤0.01%
57
416
$4.96K ﹤0.01%
62
417
$4.94K ﹤0.01%
50
418
$4.88K ﹤0.01%
100
419
$4.87K ﹤0.01%
170
420
$4.81K ﹤0.01%
177
421
$4.72K ﹤0.01%
54
422
$4.56K ﹤0.01%
24
423
$4.34K ﹤0.01%
45
424
$4.1K ﹤0.01%
700
425
$3.66K ﹤0.01%
250