AF

Atala Financial Portfolio holdings

AUM $137M
This Quarter Return
-3.54%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$137M
AUM Growth
-$5.16M
Cap. Flow
+$3.88M
Cap. Flow %
2.83%
Top 10 Hldgs %
29.86%
Holding
482
New
7
Increased
36
Reduced
40
Closed
10

Sector Composition

1Technology22%
2Communication Services11.89%
3Consumer Discretionary10.22%
4Industrials10.13%
5Financials6.47%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$36.6K0.03% 288
$35.8K0.03% 199
$35.1K0.03% 269
$35.1K0.03% 175
$34.7K0.03% 329
$33.8K0.02% 55
$32.4K0.02% 1,101
$30.8K0.02% 373
$30.6K0.02% 275
$29.5K0.02% 186
$28.6K0.02% 210
$28.3K0.02% 340
$28.3K0.02%
+55
New
+$28.3K
$28.1K0.02% 380
$28K0.02% 1,877
$28K0.02% 80
$27.5K0.02% 88
$27.3K0.02% 978
$26.7K0.02% 378
$26.5K0.02%
+100
New
+$26.5K
$26.1K0.02% 82
-4
-5%
-$1.27K
$24.9K0.02% 200
$24.3K0.02% 122
$23.9K0.02% 103
$23.8K0.02% 48