ALA

Atlas Legacy Advisors Portfolio holdings

AUM $547M
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.07M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

1
+$1.64M
2
+$987K
3
+$719K
4
PLTR icon
Palantir
PLTR
+$710K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$708K

Sector Composition

1 Technology 9.62%
2 Financials 5.13%
3 Consumer Discretionary 3.75%
4 Communication Services 2.98%
5 Healthcare 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.45%
23,083
-4,206
52
$2.26M 0.44%
3
53
$2.06M 0.4%
38,052
-168
54
$1.87M 0.36%
3,710
+498
55
$1.86M 0.36%
31,121
-670
56
$1.77M 0.34%
42,118
+362
57
$1.74M 0.34%
58,607
-7,997
58
$1.72M 0.33%
9,205
-501
59
$1.7M 0.33%
45,109
+3,661
60
$1.61M 0.31%
26,713
+322
61
$1.61M 0.31%
65,680
+1,020
62
$1.56M 0.3%
1,683
+118
63
$1.54M 0.3%
23,621
+9,039
64
$1.52M 0.29%
91,890
+15,570
65
$1.49M 0.29%
30,173
-7,409
66
$1.49M 0.29%
3,671
+624
67
$1.46M 0.28%
4,677
+470
68
$1.39M 0.27%
4,951
+1,022
69
$1.27M 0.25%
1,335
+179
70
$1.24M 0.24%
13,052
-101
71
$1.15M 0.22%
15,728
-4,560
72
$1.14M 0.22%
1,892
-10
73
$1.12M 0.22%
1,467
+713
74
$1.12M 0.22%
10,832
+2,125
75
$1.1M 0.21%
+32,484
1 2
3
4 5