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
101
$740K 0.14%
7,622
-94
102
$733K 0.14%
3,078
+13
103
$732K 0.14%
10,598
+95
104
$723K 0.14%
2,093
+946
105
$707K 0.14%
5,197
+543
106
$694K 0.13%
2,033
+739
107
$677K 0.13%
15,150
-24
108
$675K 0.13%
25,347
+403
109
$674K 0.13%
2,295
-130
110
$655K 0.13%
6,981
-2,039
111
$638K 0.12%
3,812
+521
112
$630K 0.12%
2,116
+40
113
$623K 0.12%
4,227
+230
114
$604K 0.12%
3,583
+392
115
$599K 0.12%
3,602
+1,739
116
$594K 0.11%
24,840
+7,177
117
$593K 0.11%
9,694
-1,490
118
$584K 0.11%
3,804
+517
119
$570K 0.11%
25,109
+8,140
120
$564K 0.11%
12,820
-1,680
121
$562K 0.11%
8,217
+1,944
122
$552K 0.11%
2,196
-98
123
$546K 0.11%
2,356
+1,074
124
$544K 0.11%
+3,046
125
$538K 0.1%
1,105
+136
3 4
5
6 7