Asset Manager
← All Institutions
Atlas Legacy Advisors, LLC
Market Value
$0
-100.0%
Holdings
182
-19
New Purchases
0
Added To
0
Closed
182
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 62 | $0 | 0% |
| Large Cap | 80 | $0 | 0% |
| Mid Cap | 25 | $0 | 0% |
| Small Cap | 13 | $0 | 0% |
| Micro Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$346.9B
Median Market Cap
$94.3B
Avg P/E
34.6
Median P/E
26.0
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
93
# ETFs / Funds
89
Top Holdings (182 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GS | —% | — | — | — | -$1M | -1,295 | -100.0% | SOLD |
| 2 | ACN | —% | — | — | — | -$621K | -2,305 | -100.0% | SOLD |
| 3 | BRK-A | —% | — | — | — | -$2M | -3 | -100.0% | SOLD |
| 4 | CB | —% | — | — | — | -$1M | -3,516 | -100.0% | SOLD |
| 5 | DIS | —% | — | — | — | -$291K | -2,580 | -100.0% | SOLD |
| 6 | CVX | —% | — | — | — | -$774K | -5,017 | -100.0% | SOLD |
| 7 | ALL | —% | — | — | — | -$4M | -20,671 | -100.0% | SOLD |
| 8 | XOM | —% | — | — | — | -$983K | -7,981 | -100.0% | SOLD |
| 9 | PSX | —% | — | — | — | -$714K | -5,504 | -100.0% | SOLD |
| 10 | GE | —% | — | — | — | -$414K | -1,337 | -100.0% | SOLD |
| 11 | ICE | —% | — | — | — | -$603K | -3,726 | -100.0% | SOLD |
| 12 | AFL | —% | — | — | — | -$1M | -10,688 | -100.0% | SOLD |
| 13 | PM | —% | — | — | — | -$302K | -1,862 | -100.0% | SOLD |
| 14 | TMO | —% | — | — | — | -$383K | -643 | -100.0% | SOLD |
| 15 | BRO | —% | — | — | — | -$649K | -8,150 | -100.0% | SOLD |
| 16 | HD | —% | — | — | — | -$1M | -3,310 | -100.0% | SOLD |
| 17 | ABBV | —% | — | — | — | -$545K | -2,439 | -100.0% | SOLD |
| 18 | BLK | —% | — | — | — | -$824K | -767 | -100.0% | SOLD |
| 19 | KO | —% | — | — | — | -$324K | -4,602 | -100.0% | SOLD |
| 20 | VZ | —% | — | — | — | -$380K | -9,434 | -100.0% | SOLD |
| 21 | LOW | —% | — | — | — | -$680K | -2,768 | -100.0% | SOLD |
| 22 | SPGI | —% | — | — | — | -$758K | -1,453 | -100.0% | SOLD |
| 23 | IBM | —% | — | — | — | -$323K | -1,097 | -100.0% | SOLD |
| 24 | GEV | —% | — | — | — | -$289K | -436 | -100.0% | SOLD |
| 25 | SHW | —% | — | — | — | -$400K | -1,227 | -100.0% | SOLD |
| 26 | UNP | —% | — | — | — | -$366K | -1,593 | -100.0% | SOLD |
| 27 | TJX | —% | — | — | — | -$1M | -7,470 | -100.0% | SOLD |
| 28 | SYK | —% | — | — | — | -$888K | -2,515 | -100.0% | SOLD |
| 29 | CAT | —% | — | — | — | -$612K | -1,048 | -100.0% | SOLD |
| 30 | BX | —% | — | — | — | -$350K | -2,272 | -100.0% | SOLD |
| 31 | JPM | —% | — | — | — | -$6M | -18,029 | -100.0% | SOLD |
| 32 | ITW | —% | — | — | — | -$376K | -1,527 | -100.0% | SOLD |
| 33 | BAC | —% | — | — | — | -$554K | -10,226 | -100.0% | SOLD |
| 34 | RY | —% | — | — | — | -$580K | -3,406 | -100.0% | SOLD |
| 35 | PG | —% | — | — | — | -$529K | -3,679 | -100.0% | SOLD |
| 36 | BR | —% | — | — | — | -$769K | -3,444 | -100.0% | SOLD |
| 37 | V | —% | — | — | — | -$644K | -1,879 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$300K | -2,403 | -100.0% | SOLD |
| 39 | MS | —% | — | — | — | -$3M | -16,394 | -100.0% | SOLD |
| 40 | LLY | —% | — | — | — | -$2M | -1,546 | -100.0% | SOLD |
| 41 | MA | —% | — | — | — | -$2M | -2,786 | -100.0% | SOLD |
| 42 | BA | —% | — | — | — | -$340K | -1,489 | -100.0% | SOLD |
| 43 | BP | —% | — | — | — | -$369K | -10,621 | -100.0% | SOLD |
| 44 | MRK | —% | — | — | — | -$450K | -4,234 | -100.0% | SOLD |
| 45 | MCD | —% | — | — | — | -$872K | -2,854 | -100.0% | SOLD |
| 46 | JNJ | —% | — | — | — | -$872K | -4,150 | -100.0% | SOLD |
| 47 | GWW | —% | — | — | — | -$1M | -1,466 | -100.0% | SOLD |
| 48 | WIT | —% | — | — | — | -$41K | -14,479 | -100.0% | SOLD |
| 49 | EMR | —% | — | — | — | -$588K | -4,425 | -100.0% | SOLD |
| 50 | GD | —% | — | — | — | -$885K | -2,613 | -100.0% | SOLD |
| 51 | AMZN | —% | — | — | — | -$8M | -32,964 | -100.0% | SOLD |
| 52 | RTX | —% | — | — | — | -$798K | -4,322 | -100.0% | SOLD |
| 53 | CLSK | —% | — | — | — | -$2K | -191 | -100.0% | SOLD |
| 54 | XYL | —% | — | — | — | -$614K | -4,510 | -100.0% | SOLD |
| 55 | TSM | —% | — | — | — | -$645K | -2,078 | -100.0% | SOLD |
| 56 | EMXC | —% | — | — | — | -$5M | -62,715 | -100.0% | SOLD |
| 57 | EXPE | —% | — | — | — | -$235K | -829 | -100.0% | SOLD |
| 58 | COST | —% | — | — | — | -$2M | -1,841 | -100.0% | SOLD |
| 59 | CSCO | —% | — | — | — | -$616K | -8,074 | -100.0% | SOLD |
| 60 | AMD | —% | — | — | — | -$1M | -5,745 | -100.0% | SOLD |
| 61 | EEMV | —% | — | — | — | -$911K | -14,223 | -100.0% | SOLD |
| 62 | ADP | —% | — | — | — | -$635K | -2,471 | -100.0% | SOLD |
| 63 | ADI | —% | — | — | — | -$1M | -3,958 | -100.0% | SOLD |
| 64 | IVV | —% | — | — | — | -$37M | -53,703 | -100.0% | SOLD |
| 65 | AAPL | —% | — | — | — | -$16M | -61,424 | -100.0% | SOLD |
| 66 | CTAS | —% | — | — | — | -$408K | -2,161 | -100.0% | SOLD |
| 67 | ESGU | —% | — | — | — | -$7M | -47,143 | -100.0% | SOLD |
| 68 | DVY | —% | — | — | — | -$1M | -7,468 | -100.0% | SOLD |
| 69 | HON | —% | — | — | — | -$351K | -1,772 | -100.0% | SOLD |
| 70 | LIN | —% | — | — | — | -$1M | -2,523 | -100.0% | SOLD |
| 71 | INMD | —% | — | — | — | -$1M | -71,695 | -100.0% | SOLD |
| 72 | CRWD | —% | — | — | — | -$423K | -907 | -100.0% | SOLD |
| 73 | IXUS | —% | — | — | — | -$5M | -54,144 | -100.0% | SOLD |
| 74 | META | —% | — | — | — | -$3M | -4,525 | -100.0% | SOLD |
| 75 | MPAA | —% | — | — | — | -$1M | -93,443 | -100.0% | SOLD |
| 76 | IVOO | —% | — | — | — | -$4M | -34,997 | -100.0% | SOLD |
| 77 | AMGN | —% | — | — | — | -$542K | -1,653 | -100.0% | SOLD |
| 78 | ACWI | —% | — | — | — | -$341K | -2,412 | -100.0% | SOLD |
| 79 | USHY | —% | — | — | — | -$2M | -46,961 | -100.0% | SOLD |
| 80 | C | —% | — | — | — | -$274K | -2,346 | -100.0% | SOLD |
| 81 | CGIE | —% | — | — | — | -$1M | -34,441 | -100.0% | SOLD |
| 82 | DFAI | —% | — | — | — | -$336K | -8,810 | -100.0% | SOLD |
| 83 | MU | —% | — | — | — | -$448K | -1,407 | -100.0% | SOLD |
| 84 | MUNI | —% | — | — | — | -$380K | -7,251 | -100.0% | SOLD |
| 85 | GTO | —% | — | — | — | -$7M | -149,784 | -100.0% | SOLD |
| 86 | FVD | —% | — | — | — | -$6M | -126,295 | -100.0% | SOLD |
| 87 | IWR | —% | — | — | — | -$14M | -143,667 | -100.0% | SOLD |
| 88 | UNH | —% | — | — | — | -$697K | -2,100 | -100.0% | SOLD |
| 89 | ACWX | —% | — | — | — | -$2M | -26,793 | -100.0% | SOLD |
| 90 | IYR | —% | — | — | — | -$838K | -8,924 | -100.0% | SOLD |
| 91 | LRGF | —% | — | — | — | -$736K | -10,598 | -100.0% | SOLD |
| 92 | PEP | —% | — | — | — | -$476K | -3,284 | -100.0% | SOLD |
| 93 | PXF | —% | — | — | — | -$796K | -12,147 | -100.0% | SOLD |
| 94 | RSP | —% | — | — | — | -$10M | -51,762 | -100.0% | SOLD |
| 95 | QQQM | —% | — | — | — | -$23M | -91,693 | -100.0% | SOLD |
| 96 | PTH | —% | — | — | — | -$320K | -6,390 | -100.0% | SOLD |
| 97 | USMV | —% | — | — | — | -$1M | -14,174 | -100.0% | SOLD |
| 98 | VTI | —% | — | — | — | -$5M | -13,983 | -100.0% | SOLD |
| 99 | XMLV | —% | — | — | — | -$348K | -5,580 | -100.0% | SOLD |
| 100 | VTV | —% | — | — | — | -$2M | -9,831 | -100.0% | SOLD |
Options Breakdown
5 Calls
$0 Call Value
0 Puts
$0 Put Value