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ALA

Atlas Legacy Advisors Portfolio holdings

AUM $678M
1-Year Est. Return 28.61%
This Fund
S&P 500
This Quarter Est. Return
+1.24%
1 Year Est. Return
+28.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$418M
Cap. Flow %
101.33%
Top 10 Hldgs %
43.59%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$38M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.6M
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$25.3M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$14.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.12%
2 Financials 4.68%
3 Consumer Discretionary 2.92%
4 Communication Services 1.8%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$39.2B
$4.18M 1.01%
+46,898
New +$4.43M
JPM icon
27
JPMorgan Chase
JPM
$950B
$3.88M 0.94%
+16,194
New +$3.77M
IVOO icon
28
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.82B
$3.82M 0.92%
+36,164
New +$3.93M
EMXC icon
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.3B
$3.66M 0.89%
+66,068
New +$3.88M
NVDA icon
30
NVIDIA
NVDA
$5.13T
$3.38M 0.82%
+25,200
New +$3.47M
AMZN icon
31
Amazon
AMZN
$2.99T
$3.33M 0.81%
+15,177
New +$3.1M
ALL icon
32
Allstate
ALL
$67.6B
$3.12M 0.76%
+16,198
New +$3.14M
VXUS icon
33
Vanguard Total International Stock ETF
VXUS
$158B
$3.1M 0.75%
+52,608
New +$3.26M
TSLA icon
34
Tesla
TSLA
$1.29T
$2.92M 0.71%
+7,235
New +$2.33M
GBIL icon
35
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.57B
$2.54M 0.62%
+25,454
New +$2.55M
VUG icon
36
Vanguard Morningstar Growth ETF
VUG
$230B
$2.26M 0.55%
+33,030
New +$2.22M
GES
37
DELISTED
Guess Inc
GES
$2.19M 0.53%
+155,829
New +$2.66M
CMF icon
38
iShares California Muni Bond ETF
CMF
$4.6B
$2.17M 0.53%
+37,950
New +$2.18M
SPHD icon
39
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.4B
$2.1M 0.51%
+43,404
New +$2.17M
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.11T
$2.04M 0.49%
+3
New +$2.08M
VB icon
41
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
$1.82M 0.44%
+7,577
New +$1.86M
CGXU icon
42
Capital Group International Focus Equity ETF
CGXU
$6.43B
$1.8M 0.44%
+73,031
New +$1.9M
PLTR icon
43
Palantir
PLTR
$390B
$1.73M 0.42%
+22,853
New +$1.33M
OMFL icon
44
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.86B
$1.56M 0.38%
+28,741
New +$1.57M
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.12T
$1.46M 0.35%
+3,214
New +$1.48M
VWO icon
46
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$1.46M 0.35%
+33,063
New +$1.54M
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$126B
$1.45M 0.35%
+23,208
New +$1.49M
META icon
48
Meta Platforms (Facebook)
META
$1.5T
$1.3M 0.32%
+2,222
New +$1.3M
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$234B
$1.29M 0.31%
+27,017
New +$1.36M
VTV icon
50
Vanguard Morningstar Value ETF
VTV
$191B
$1.29M 0.31%
+7,623
New +$1.34M
1
2
3 4 5

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Atlas Legacy Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Atlas Legacy Advisors, which disclosed 173 positions worth $413M. Its ten largest holdings account for 44% of the portfolio.

Its largest position is iShares US Technology ETF: 240,052 shares worth $38.3M.

By sector, the portfolio is most concentrated in Technology at 7.1% of assets, followed by Financials and Consumer Discretionary.

  • Atlas Legacy Advisors's largest Q4 2024 buy was iShares US Technology ETF: 240,052 shares worth $38.3M.
  • Atlas Legacy Advisors's ten largest holdings make up 44% of its $413M portfolio in Q4 2024.
  • Atlas Legacy Advisors disclosed 173 positions in Q4 2024, its first 13F filing on record.

Based on Atlas Legacy Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.