Top 40 Atlas Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 23.15% | 25.3K | $14.8M | -6.41%(-1.73K) | — | 2024-12-31 | |
| HYG | ISHARES TR | 17.93% | 146.1K | $11.5M | +89.40%(+68.94K) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TR | 10.41% | 13.0K | $6.7M | -8.36%(-1.19K) | — | 2024-12-31 | |
| ZROZ | PIMCO ETF TR | 10.21% | 95.3K | $6.5M | -17.66%(-20.44K) | — | 2024-12-31 | |
| COWZ | PACER FDS TR | 5.32% | 60.3K | $3.4M | +139.73%(+35.17K) | — | 2024-12-31 | |
| BBBL | BONDBLOXX ETF TRUST | 3.36% | 45.0K | $2.2M | new | — | 2024-12-31 | |
| TLT | ISHARES TR | 3.19% | 23.4K | $2.0M | -20.40%(-6.00K) | — | 2024-12-31 | |
| FLTR | VANECK ETF TRUST | 2.3% | 57.8K | $1.5M | -3.73%(-2.24K) | — | 2024-12-31 | |
| BBBI | BONDBLOXX ETF TRUST | 2.17% | 27.7K | $1.4M | new | — | 2024-12-31 | |
| HYSA | BONDBLOXX ETF TRUST | 1.54% | 66.2K | $989K | new | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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