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
151
$358K 0.07%
8,156
+1,813
152
$358K 0.07%
10,387
+122
153
$347K 0.07%
1,330
-254
154
$345K 0.07%
743
155
$337K 0.07%
1,426
+366
156
$337K 0.07%
2,657
-1,700
157
$334K 0.06%
5,904
158
$331K 0.06%
+3,377
159
$330K 0.06%
2,885
+994
160
$320K 0.06%
8,810
161
$320K 0.06%
1,560
+62
162
$316K 0.06%
4,294
-2
163
$314K 0.06%
2,945
-12
164
$308K 0.06%
2,225
+6
165
$305K 0.06%
1,881
+455
166
$305K 0.06%
+629
167
$304K 0.06%
+1,079
168
$302K 0.06%
3,595
+916
169
$292K 0.06%
+4,396
170
$289K 0.06%
+4,449
171
$287K 0.06%
5,682
-20
172
$264K 0.05%
+1,297
173
$264K 0.05%
+1,222
174
$264K 0.05%
2,252
175
$264K 0.05%
+3,491
5 6
7
8 9