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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 $144,953,803
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 22,595 $6,867,157 4.74%
2.
International Business Machines Corp
 IBM 20,562 $6,061,266 4.18%
3.
Alphabet Inc.
 GOOGL 32,522 $5,731,345 3.95%
4.
Deere & Co
 DE 10,735 $5,458,640 3.77%
5.
Roblox Corp
 RBLX 50,257 $5,287,036 3.65%
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)