ALA
Atlas Legacy Advisors Portfolio holdings
AUM
$547M
1-Year Est. Return
20.47%
This Fund
S&P 500
1 Year Est. Return
+20.47%
AUM
$547M
AUM Growth
-$22.3M
(-3.9%)
Holding
204
Top Buys
| 1 | +$11.6M | |
| 2 | +$6.06M | |
| 3 | +$3.77M | |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$1.81M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.42M |
Top Sells
| 1 | +$3.37M | |
| 2 | +$3.32M | |
| 3 | +$3.29M | |
| 4 |
GES
Guess Inc
GES
|
+$2.62M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.3M |
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Financials | 3.94% |
| 3 | Consumer Discretionary | 2.48% |
| 4 | Communication Services | 2.22% |
| 5 | Healthcare | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
GoPro
GPRO
$188M
| – | – |
0
|
|
||
202
IBM
IBM
$301B
| – | – |
-1,097
|
|
||
203
KraneShares CSI China Internet ETF
KWEB
$6.37B
| – | – |
0
|
|
||
204
Richtech Robotics
RR
$693M
| – | – |
0
|
|