ALA
Atlas Legacy Advisors Portfolio holdings
AUM
$454M
This Quarter Return
+1.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$413M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.59%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$38.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$30.4M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$24.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$14.4M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$14.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.12% |
| 2 | Financials | 4.68% |
| 3 | Consumer Discretionary | 2.92% |
| 4 | Communication Services | 1.8% |
| 5 | Healthcare | 1.43% |
