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
$518M
AUM Growth
+$64M
(+14%)
Holding
208
Top Buys
| 1 | +$3.52M | |
| 2 | +$3.07M | |
| 3 | +$2.93M | |
| 4 |
Amazon
AMZN
|
+$2.29M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$2.25M |
Top Sells
| 1 | +$1.64M | |
| 2 | +$987K | |
| 3 | +$719K | |
| 4 |
Palantir
PLTR
|
+$710K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
GoPro
GPRO
$126M
| – | – |
0
|
|
||
202
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.6B
| – | – |
-5,089
|
|
||
203
Immunovant
IMVT
$5.06B
| – | – |
0
|
|
||
204
iShares Russell 2000 ETF
IWM
$70.8B
| – | – |
-1,199
|
|
||
205
Lyft
LYFT
$5.29B
| – | – |
0
|
|
||
206
Plug Power
PLUG
$3.15B
| – | – |
0
|
|
||
207
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.87B
| – | – |
-11,165
|
|
||
208
Wheels Up
UP
$373M
| – | – |
0
|
|