Atlas Legacy Advisors, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Atlas Legacy Advisors, LLC with $517.9M in long positions as of Q3 2025, 73% allocated to ETF, and 41% concentrated in top 10 positions.

Portfolio Value: $517.9M
Top 10 Concentration: 41%
Top Sector: ETF (73%)
US Exposure: 99%
Market Cap Focus: N/A
Countries: 7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF

73.30%

Technology

9.40%

Financial Services

5.10%

Consumer Cyclical

3.60%

Communication Services

3.00%

Healthcare

1.60%

Industrials

1.50%

Consumer Defensive

0.90%

Energy

0.50%

Basic Materials

0.30%

Utilities

0.10%

Real Estate

0.10%

Industry Breakdown

52 industries across all sectors

ETF

73.32%

Software - Infrastructure

Technology

3.22%

Semiconductors

Technology

2.92%

Consumer Electronics

Technology

2.80%

Internet Content & Information

Communication Services

2.61%

Banks - Diversified

Financial Services

1.42%

Specialty Retail

Consumer Cyclical

1.19%

Insurance - Property & Casualty

Financial Services

1.02%

Auto - Manufacturers

Consumer Cyclical

0.85%

Insurance - Diversified

Financial Services

0.80%

Financial - Capital Markets

Financial Services

0.73%

Apparel - Retail

Consumer Cyclical

0.69%

Market Cap Distribution

Mega Cap (> $200B)

19.44%

Large Cap ($10B - $200B)

5.35%

Small Cap ($300M - $2B)

1.02%

Nano Cap (< $50M)

0.30%

N/A (ETF or Unknown)

73.90%

Portfolio Concentration

Top 10 Holdings %

40.79%

Top 20 Holdings %

57.07%

Top 50 Holdings %

80.52%

Top 100 Holdings %

92.54%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)

99.12%

International

0.88%

Countries

Largest Int'l Market

Israel - 0.21%

United States of America

99.12% ($513.3M)

189 holdings

Israel

0.21% ($1.1M)

1 holdings

United Kingdom

0.20% ($1.0M)

1 holdings

Switzerland

0.18% ($916.6K)

2 holdings

Ireland

0.12% ($614.6K)

2 holdings

Canada

0.10% ($508.1K)

1 holdings

Taiwan

0.08% ($420.9K)

1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10: 2.8 quarters
Avg. Top 20: 2.8 quarters
Avg. All Positions: 2.5 quarters
Median Holding Period: 3 quarters
Persistence Rate: -
Persistent Holdings Weight: -
Persistent Positions: 0
Longest Held: Invesco S&P 500 Low Volatility ETFSPLV - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position: 0.06%
Avg. Position Weight: 0.51%
Largest Position: iShares U.S. Technology ETFIYW - 8.07%
Largest Ownership Stake: Motorcar Parts of America, Inc.MPAA - 0.47%
Avg. Ownership Stake: 0.01%
Ownership Stake >5%: 0
Ownership Stake >1%: 0

Historical (Since Q4 2024)

Avg. New Position: 0.55%
Avg. Ownership Stake: 0.01%
Largest Position: iShares U.S. Technology ETFIYW - 9.28% (Q4 2024)
Largest Ownership Stake: Lixte Biotechnology Holdings, Inc. Common StockLIXT - 0.56% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio: 5.9%
Value Traded: $30.67M
Positions Added: 24
Positions Exited: 5

Historical (Since Q4 2024)

Avg. Turnover Ratio: 21.5%
Avg. Positions Added: 54
Avg. Positions Exited: 7
Highest Turnover: 50.0%
Q4 2024
Lowest Turnover: 5.9%
Q3 2025

Atlas Legacy Advisors, LLC Portfolio Analytics

Composition Analysis

Sector Allocation

Industry Breakdown

Filter by Sector

Market Cap Distribution

Portfolio Concentration

Geographic Exposure

Holding Behavior

Portfolio Stability & Commitment

Position Sizing & Influence

Current Quarter

Historical (Since Q4 2024)

Portfolio Turnover

Current Quarter

Historical (Since Q4 2024)

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