AF
Atala Financial Portfolio holdings
AUM
$157M
1-Year Est. Return
24.08%
1 Year Est. Return
+24.08%
AUM
$157M
AUM Growth
-$2.91M
(-1.8%)
Holding
132
Top Buys
| 1 | +$582K | |
| 2 | +$572K | |
| 3 | +$490K | |
| 4 |
DoorDash
DASH
|
+$356K |
| 5 |
Micron Technology
MU
|
+$333K |
Top Sells
| 1 | +$819K | |
| 2 | +$691K | |
| 3 | +$622K | |
| 4 |
Apple
AAPL
|
+$552K |
| 5 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$498K |
Sector Composition
| 1 | Technology | 27.68% |
| 2 | Communication Services | 15.48% |
| 3 | Consumer Discretionary | 9.47% |
| 4 | Industrials | 6.75% |
| 5 | Financials | 5.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Novo Nordisk
NVO
$277B
| – | – |
-3,921
|
|
||
127
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
| – | – |
-20,200
|
|
||
|
MMU
128
Western Asset Managed Municipals Fund
MMU
$571M
| – | – |
-3,440
|
|
||
|
KIO
129
KKR Income Opportunities Fund
KIO
$477M
| – | – |
-23,270
|
|
||
130
iShares Russell 2000 Value ETF
IWN
$12.9B
| – | – |
-1,560
|
|
||
131
iShares Bitcoin Trust
IBIT
$69.8B
| – | – |
-3,286
|
|
||
132
Blackstone
BX
$120B
| – | – |
-1,581
|
|