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
451
$1.19K ﹤0.01%
+18
452
$1.17K ﹤0.01%
+325
453
$879 ﹤0.01%
+101
454
$780 ﹤0.01%
+10
455
$692 ﹤0.01%
+40
456
$672 ﹤0.01%
+20
457
$670 ﹤0.01%
+48
458
$665 ﹤0.01%
+500
459
$595 ﹤0.01%
+7
460
$448 ﹤0.01%
+36
461
$441 ﹤0.01%
+145
462
$380 ﹤0.01%
+200
463
$333 ﹤0.01%
+50
464
$319 ﹤0.01%
+14
465
$249 ﹤0.01%
+196
466
$242 ﹤0.01%
+100
467
$222 ﹤0.01%
+11
468
$156 ﹤0.01%
+2
469
$150 ﹤0.01%
+63
470
$125 ﹤0.01%
+4
471
$111 ﹤0.01%
+7
472
$74 ﹤0.01%
+1
473
$2 ﹤0.01%
+2
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