Portfolio (Quarterly)
Guide ↗
Atlas Legacy Advisors, LLC
· CIK 0002054111| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2,678.0 | $339K | 0.06% | +449.0 | +20.1% | $126.51 | -15.3% |
| 62 | C | CITIGROUP INC | Financial Services | 2,756.0 | $313K | 0.06% | +410.0 | +17.5% | $113.59 | +25.9% |
| 63 | ABT | ABBOTT LABORATORIES | Healthcare | 2,623.0 | $269K | 0.05% | +220.0 | +9.2% | $102.67 | -13.9% |
| 64 | AOA | ISHARES TR | — | 2,592.0 | $229K | 0.04% | +14.0 | +0.5% | $88.49 | +11.0% |
| 65 | WIT | WIPRO LTD | Technology | 21,341.0 | $45K | 0.01% | +7K | +47.4% | $2.12 | +13.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.4%
Financial Services
26.0%
Consumer Cyclical
11.5%
Communication Services
10.3%
Industrials
6.7%
Healthcare
5.5%
Consumer Defensive
3.8%
Energy
2.9%
Basic Materials
1.5%
Utilities
0.6%