ALA
Atlas Legacy Advisors Portfolio holdings
AUM
$570M
1-Year Est. Return
19.65%
This Fund
S&P 500
1 Year Est. Return
+19.65%
AUM
$570M
AUM Growth
+$51.8M
(+10%)
Holding
215
Top Buys
| 1 | +$4.99M | |
| 2 | +$4.77M | |
| 3 | +$3.41M | |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
+$2.5M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$2.3M |
Top Sells
| 1 | +$331K | |
| 2 | +$302K | |
| 3 | +$289K | |
| 4 |
Palo Alto Networks
PANW
|
+$264K |
| 5 |
NextEra Energy
NEE
|
+$264K |
Sector Composition
| 1 | Technology | 9.04% |
| 2 | Financials | 4.9% |
| 3 | Consumer Discretionary | 3.71% |
| 4 | Communication Services | 3.23% |
| 5 | Healthcare | 1.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Lockheed Martin
LMT
$156B
| – | – |
-511
|
|
||
202
Lyft
LYFT
$5.47B
| – | – |
0
|
|
||
203
Mondelez International
MDLZ
$77.5B
| – | – |
-3,643
|
|
||
|
204
NextEra Energy
NEE
$193B
| – | – |
-3,491
|
|
||
205
ServiceNow
NOW
$114B
| – | – |
-1,165
|
|
||
206
Realty Income
O
$62B
| – | – |
-4,330
|
|
||
|
207
Palo Alto Networks
PANW
$123B
| – | – |
-1,297
|
|
||
208
Pfizer
PFE
$155B
| – | – |
-9,675
|
|
||
209
Plug Power
PLUG
$2.52B
| – | – |
0
|
|
||
210
Richtech Robotics
RR
$579M
| – | – |
0
|
|
||
211
Starbucks
SBUX
$110B
| – | – |
-2,904
|
|
||
212
AT&T
T
$196B
| – | – |
-8,922
|
|
||
213
Uber
UBER
$156B
| – | – |
-3,377
|
|
||
214
Wheels Up
UP
$415M
| – | – |
0
|
|
||
215
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| – | – |
-681
|
|