ALA
Atlas Legacy Advisors Portfolio holdings
AUM
$518M
1-Year Est. Return
18.06%
1 Year Est. Return
+18.06%
AUM
$518M
AUM Growth
+$64M
(+14%)
Holding
208
Top Buys
| 1 | +$3.97M | |
| 2 | +$3.13M | |
| 3 | +$3.12M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$2.61M |
| 5 |
Amazon
AMZN
|
+$2.22M |
Top Sells
| 1 | +$1.76M | |
| 2 | +$1.03M | |
| 3 | +$800K | |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$733K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$726K |
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 | |
|---|---|---|---|---|---|---|
201
GoPro
GPRO
$264M
| – | – |
0
|
|
||
202
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.8B
| – | – |
-5,089
|
|
||
203
Immunovant
IMVT
$3.99B
| – | – |
0
|
|
||
204
iShares Russell 2000 ETF
IWM
$71.3B
| – | – |
-1,199
|
|
||
205
Lyft
LYFT
$8.56B
| – | – |
0
|
|
||
206
Plug Power
PLUG
$2.67B
| – | – |
0
|
|
||
207
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.3B
| – | – |
-11,165
|
|
||
208
Wheels Up
UP
$493M
| – | – |
0
|
|