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
76
$1.09M 0.21%
1,910
+395
77
$1.07M 0.21%
9,562
+1,219
78
$1.07M 0.21%
71,695
79
$1.06M 0.2%
7,468
-1,745
80
$1.04M 0.2%
1,309
+212
81
$1.03M 0.2%
2,167
+39
82
$1.01M 0.19%
11,683
+14
83
$982K 0.19%
8,294
84
$976K 0.19%
14,800
+1,555
85
$975K 0.19%
8,130
+2,400
86
$962K 0.19%
5,441
-535
87
$943K 0.18%
6,522
+2,779
88
$938K 0.18%
4,345
-25
89
$927K 0.18%
5,731
+1,130
90
$921K 0.18%
5,932
+1,361
91
$884K 0.17%
11,893
+133
92
$856K 0.17%
13,410
-785
93
$848K 0.16%
2,790
+242
94
$834K 0.16%
7,397
+2,581
95
$823K 0.16%
3,351
+128
96
$814K 0.16%
2,202
+161
97
$797K 0.15%
2,824
-429
98
$781K 0.15%
2,290
+187
99
$760K 0.15%
4,101
+1,366
100
$759K 0.15%
651
+45
2 3
4
5 6