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
126
$518K 0.1%
2,817
+48
127
$514K 0.1%
3,921
+79
128
$510K 0.1%
4,678
-4
129
$508K 0.1%
3,449
+87
130
$478K 0.09%
21,220
-56
131
$459K 0.09%
8,893
+3,067
132
$454K 0.09%
4,263
-53
133
$449K 0.09%
3,195
+1,202
134
$447K 0.09%
8,930
-189
135
$439K 0.08%
896
+240
136
$436K 0.08%
1,544
+265
137
$427K 0.08%
8,860
-98
138
$421K 0.08%
1,507
+516
139
$408K 0.08%
1,355
+494
140
$401K 0.08%
841
+255
141
$392K 0.08%
7,505
-152
142
$388K 0.08%
4,631
+1,290
143
$378K 0.07%
2,825
+883
144
$376K 0.07%
7,208
-180
145
$371K 0.07%
2,173
+753
146
$369K 0.07%
1,859
-123
147
$364K 0.07%
1,477
-94
148
$364K 0.07%
1,051
+146
149
$363K 0.07%
3,816
-9
150
$361K 0.07%
5,679
+15
4 5
6
7 8