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Home > Institutional Investor > Atala Financial Inc > Profile

Instuitional Investor - Atala Financial Inc

Fund Profile
Filing Period:
Fund Name: Atala Financial Inc
Portfolio Value $137,302,360
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 21,149 $5,815,630 4.24%
2.
International Business Machines Corp
 IBM 20,562 $5,112,947 3.72%
3.
Deere & Co
 DE 10,775 $5,057,246 3.68%
4.
Alphabet Inc.
 GOOGL 30,427 $4,707,016 3.43%
5.
American Airlines Group Inc.
 AAL 17,048 $3,787,465 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)