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
201
$40.4K 0.03%
+817
202
$40K 0.03%
+335
203
$39.8K 0.03%
+227
204
$38.5K 0.03%
+880
205
$37.3K 0.03%
+199
206
$36.5K 0.03%
+80
207
$35.5K 0.02%
+1,101
208
$35.2K 0.02%
+269
209
$35.1K 0.02%
+329
210
$34.4K 0.02%
+132
211
$33.6K 0.02%
+59
212
$32.3K 0.02%
+135
213
$31.9K 0.02%
+288
214
$31.2K 0.02%
+175
215
$31K 0.02%
+28
216
$30.9K 0.02%
+340
217
$30.8K 0.02%
+275
218
$30.5K 0.02%
+13,387
219
$30K 0.02%
+210
220
$29.3K 0.02%
+86
221
$29.1K 0.02%
+55
222
$28.3K 0.02%
+1,877
223
$27.6K 0.02%
+26
224
$27.3K 0.02%
+110
225
$27.1K 0.02%
+200