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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
% of AUM
101.33%
Top 10 Holdings %
Top 10 Hldgs %
43.59%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Technology ETF
IYW
|
+$38M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$30.6M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
+$25.3M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$14.8M |
| 5 |
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% |
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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.