ALA
Atlas Legacy Advisors Portfolio holdings
AUM
$454M
This Quarter Return
+10.48%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$454M
AUM Growth
+$60.3M
(+15%)
Cap. Flow
+$29.8M
Cap. Flow
% of AUM
6.56%
Top 10 Holdings %
Top 10 Hldgs %
42.09%
Holding
187
New
11
Increased
104
Reduced
49
Closed
13
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$9.29M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$5.05M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$4.14M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$3.15M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.97M |
Top Sells
| 1 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
$9.97M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
$3.77M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$1.65M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.25M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$979K |
Sector Composition
| 1 | Technology | 7.14% |
| 2 | Financials | 4.59% |
| 3 | Consumer Discretionary | 2.65% |
| 4 | Communication Services | 1.81% |
| 5 | Healthcare | 1.22% |
