ALA

Atlas Legacy Advisors Portfolio holdings

AUM $570M
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$4.43M
3
+$3.91M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.94M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.87M

Top Sells

1
+$9.97M
2
+$3.57M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.15M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$926K

Sector Composition

1 Technology 7.14%
2 Financials 4.59%
3 Consumer Discretionary 2.65%
4 Communication Services 1.81%
5 Healthcare 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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8