AF

Atala Financial Portfolio holdings

AUM $157M
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$1.08M
3 +$664K
4
PYPL icon
PayPal
PYPL
+$543K
5
ADBE icon
Adobe
ADBE
+$400K

Top Sells

1 +$907K
2 +$397K
3 +$376K
4
MIO
Pioneer Municipal High Income Opportunities Fund
MIO
+$356K
5
MRK icon
Merck
MRK
+$247K

Sector Composition

1 Technology 22%
2 Communication Services 11.89%
3 Consumer Discretionary 10.22%
4 Industrials 10.13%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$36.6K 0.03%
288
202
$35.8K 0.03%
199
203
$35.1K 0.03%
269
204
$35.1K 0.03%
175
205
$34.7K 0.03%
329
206
$33.8K 0.02%
55
207
$32.4K 0.02%
1,101
208
$30.8K 0.02%
373
209
$30.6K 0.02%
275
210
$29.5K 0.02%
186
211
$28.6K 0.02%
210
212
$28.3K 0.02%
340
213
$28.3K 0.02%
+55
214
$28.1K 0.02%
380
215
$28K 0.02%
1,877
216
$28K 0.02%
80
217
$27.5K 0.02%
88
218
$27.3K 0.02%
978
219
$26.7K 0.02%
378
220
$26.5K 0.02%
+100
221
$26.1K 0.02%
82
-4
222
$24.9K 0.02%
200
223
$24.3K 0.02%
122
224
$23.9K 0.02%
103
225
$23.8K 0.02%
48