We are live on ! Find out more
ALA

Atlas Legacy Advisors Portfolio holdings

AUM $678M
1-Year Est. Return 28.61%
This Fund
S&P 500
This Quarter Est. Return
+8.83%
1 Year Est. Return
+28.61%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$519M
AUM Growth
+$64.7M
Cap. Flow
+$26.8M
Cap. Flow %
5.17%
Top 10 Hldgs %
40.73%
Holding
209
New
35
Increased
99
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.52M
2
MSFT icon
Microsoft
MSFT
+$3.07M
3
NVDA icon
NVIDIA
NVDA
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.29M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$1.64M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$987K
3
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$719K
4
PLTR icon
Palantir
PLTR
+$710K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$708K

Sector Composition

Rank Sector Weight
1 Technology 9.61%
2 Financials 5.12%
3 Consumer Discretionary 3.74%
4 Communication Services 2.98%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
76
Mastercard
MA
$496B
$1.09M 0.21%
1,910
+395
+26% +$227K
AFL icon
77
Aflac
AFL
$63B
$1.07M 0.21%
9,562
+1,219
+15% +$128K
INMD icon
78
InMode
INMD
$874M
$1.07M 0.21%
71,695
– –
DVY icon
79
iShares Select Dividend ETF
DVY
$23.6B
$1.06M 0.2%
7,468
-1,745
-19% -$242K
GS icon
80
Goldman Sachs
GS
$303B
$1.04M 0.2%
1,309
+212
+19% +$157K
LIN icon
81
Linde
LIN
$227B
$1.03M 0.2%
2,167
+39
+2% +$18.5K
ARKK icon
82
ARK Innovation ETF
ARKK
$6.24B
$1.01M 0.19%
11,683
+14
+0.1% +$1.07K
XLC icon
83
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$982K 0.19%
8,294
– –
IEMG icon
84
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$976K 0.19%
14,800
+1,555
+12% +$97K
NFLX icon
85
Netflix
NFLX
$309B
$975K 0.19%
8,130
+2,400
+42% +$293K
IWN icon
86
iShares Russell 2000 Value ETF
IWN
$14.6B
$962K 0.19%
5,441
-535
-9% -$90.3K
TJX icon
87
TJX Companies
TJX
$179B
$943K 0.18%
6,522
+2,779
+74% +$369K
VIG icon
88
Vanguard Dividend Appreciation ETF
VIG
$114B
$938K 0.18%
4,345
-25
-0.6% -$5.25K
AMD icon
89
Advanced Micro Devices
AMD
$782B
$927K 0.18%
5,731
+1,130
+25% +$182K
CVX icon
90
Chevron
CVX
$366B
$921K 0.18%
5,932
+1,361
+30% +$211K
SMLF icon
91
iShares US Small Cap Equity Factor ETF
SMLF
$4.26B
$884K 0.17%
11,893
+133
+1% +$9.52K
EEMV icon
92
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.54B
$856K 0.17%
13,410
-785
-6% -$49.6K
MCD icon
93
McDonald's
MCD
$196B
$848K 0.16%
2,790
+242
+9% +$73.7K
XOM icon
94
ExxonMobil
XOM
$632B
$834K 0.16%
7,397
+2,581
+54% +$287K
ADI icon
95
Analog Devices
ADI
$189B
$823K 0.16%
3,351
+128
+4% +$30.8K
SYK icon
96
Stryker
SYK
$130B
$814K 0.16%
2,202
+161
+8% +$62.2K
CB icon
97
Chubb
CB
$136B
$797K 0.15%
2,824
-429
-13% -$118K
GD icon
98
General Dynamics
GD
$104B
$781K 0.15%
2,290
+187
+9% +$58.9K
JNJ icon
99
Johnson & Johnson
JNJ
$621B
$760K 0.15%
4,101
+1,366
+50% +$234K
BLK icon
100
Blackrock
BLK
$176B
$759K 0.15%
651
+45
+7% +$50.3K
2 3
4
5 6

Similar funds

MMPW
Mitchell McLeod Pugh & Williams Mobile, Alabama $678M AUM 23.02% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
NI
Noked Israel Ramat Hasharon, Israel $677M AUM 69.37% 1-Year Est. Return
REAM
Ripple Effect Asset Management New York $679M AUM 81.6% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Atlas Legacy Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Atlas Legacy Advisors held 209 positions worth $519M, up 14% from $454M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Atlas Legacy Advisors deployed $26.8M of net new capital in Q3 2025, opening 35 new positions and adding to 99 existing holdings. Its largest new stake was Capital Group International Equity ETF: 32,484 shares worth $1.1M.

By sector, the portfolio is most concentrated in Technology at 9.6% of assets, up from 7.1% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was iShares US Technology ETF, an estimated $1.64M trimmed.

  • Atlas Legacy Advisors's largest Q3 2025 buy was Capital Group International Equity ETF: 32,484 shares worth $1.1M.
  • Atlas Legacy Advisors added most to Apple in Q3 2025, an estimated $3.52M increase.
  • Atlas Legacy Advisors's biggest Q3 2025 reduction was iShares US Technology ETF, cutting an estimated $1.64M.
  • Atlas Legacy Advisors fully exited iShares Core US Aggregate Bond ETF in Q3 2025, selling an estimated $466K.
  • Atlas Legacy Advisors's ten largest holdings make up 41% of its $519M portfolio in Q3 2025.
  • Atlas Legacy Advisors opened 35 new positions and closed 5 in Q3 2025.
  • Atlas Legacy Advisors's portfolio value rose 14% quarter-over-quarter to $519M.

Based on Atlas Legacy Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.