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
1
$41.8M 8.07%
213,322
-8,978
2
$37.3M 7.2%
60,855
+1,738
3
$31.2M 6.03%
46,672
-1,532
4
$20.4M 3.94%
82,597
+852
5
$17.8M 3.43%
160,696
+5,295
6
$14.5M 2.8%
56,891
+15,585
7
$12.4M 2.4%
128,495
-7,587
8
$12.2M 2.36%
23,589
+6,021
9
$12.2M 2.35%
130,576
+1,352
10
$11.4M 2.21%
200,702
-3,081
11
$9.67M 1.87%
110,766
-3,325
12
$9.63M 1.86%
50,788
-3,594
13
$9.59M 1.85%
68,043
-5,154
14
$9.18M 1.77%
35,378
-1,450
15
$9.06M 1.75%
48,584
+16,791
16
$8.82M 1.7%
165,245
-6,770
17
$7.66M 1.48%
31,435
+10,718
18
$7.41M 1.43%
54,763
-4,430
19
$6.83M 1.32%
143,768
+15,028
20
$6.5M 1.25%
44,618
-4,018
21
$6.39M 1.23%
97,905
+280
22
$6.16M 1.19%
51,835
-3,330
23
$6.16M 1.19%
28,047
+10,105
24
$5.99M 1.16%
19,004
+4,020
25
$5.92M 1.14%
8,889
+240
1
2 3 4 5