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
176
$263K 0.05%
+4,330
177
$260K 0.05%
+3,544
178
$255K 0.05%
+511
179
$252K 0.05%
+8,922
180
$250K 0.05%
+669
181
$247K 0.05%
+9,675
182
$246K 0.05%
+2,904
183
$245K 0.05%
855
+164
184
$245K 0.05%
2,778
185
$242K 0.05%
2,758
+646
186
$236K 0.05%
+384
187
$230K 0.04%
+1,124
188
$228K 0.04%
+3,643
189
$226K 0.04%
+1,352
190
$216K 0.04%
+788
191
$214K 0.04%
+1,165
192
$200K 0.04%
+681
193
$170K 0.03%
+14,217
194
$120K 0.02%
+2,923
195
$69.3K 0.01%
13,771
196
$56.3K 0.01%
+20,411
197
$36.7K 0.01%
+13,948
198
– –
0
199
– –
-5,089
200
– –
0
5 6 7
8
9