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
151
$89.6K 0.06%
+4,874
152
$87.4K 0.06%
+266
153
$84.9K 0.06%
+570
154
$84.5K 0.06%
+21,500
155
$83.9K 0.06%
+135
156
$79.8K 0.06%
+3,631
157
$79.5K 0.06%
+16
158
$77.5K 0.05%
+2,141
159
$76.5K 0.05%
+1,308
160
$73.9K 0.05%
+254
161
$72.2K 0.05%
+177
162
$69.8K 0.05%
+694
163
$69.8K 0.05%
+111
164
$66.9K 0.05%
+2,645
165
$66.6K 0.05%
+6,430
166
$66K 0.05%
+546
167
$65K 0.05%
+466
168
$64.8K 0.05%
+110
169
$63.7K 0.04%
+843
170
$61.8K 0.04%
+1,400
171
$61.6K 0.04%
+300
172
$61K 0.04%
+158
173
$60.3K 0.04%
+370
174
$59.1K 0.04%
+1,419
175
$58.8K 0.04%
+180