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
426
$4.36K ﹤0.01%
+45
427
$3.44K ﹤0.01%
+91
428
$3.29K ﹤0.01%
+155
429
$3.2K ﹤0.01%
+24
430
$3.18K ﹤0.01%
+25
431
$3.15K ﹤0.01%
+250
432
$2.86K ﹤0.01%
+10
433
$2.81K ﹤0.01%
+15
434
$2.75K ﹤0.01%
+43
435
$2.74K ﹤0.01%
+89
436
$2.68K ﹤0.01%
+80
437
$2.52K ﹤0.01%
+50
438
$2.31K ﹤0.01%
+26
439
$2.28K ﹤0.01%
+20
440
$2.25K ﹤0.01%
+25
441
$2.09K ﹤0.01%
+120
442
$1.96K ﹤0.01%
+20
443
$1.83K ﹤0.01%
+26
444
$1.77K ﹤0.01%
+60
445
$1.73K ﹤0.01%
+270
446
$1.69K ﹤0.01%
+10
447
$1.67K ﹤0.01%
+5
448
$1.58K ﹤0.01%
+7
449
$1.5K ﹤0.01%
+100
450
$1.34K ﹤0.01%
+50
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