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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 $142,464,087
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 19,794 $5,736,546 4.02%
2.
Alphabet Inc.
 GOOGL 29,879 $5,656,114 3.97%
3.
Deere & Co
 DE 10,767 $4,561,978 3.2%
4.
International Business Machines Corp
 IBM 20,547 $4,516,847 3.17%
5.
Apple Inc.
 AAPL 17,503 $4,383,101 3.07%
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)