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Atlas Financial Advisors, Inc.

Portfolio Manager
Atlas Financial Advisors, Inc.
Performance
0% (N/A)
AUM (13F)
$64.06M
# of Holdings
40
Performance Rank
N/A
Allocation (Top 20)
N/A

Atlas Financial Advisors, Inc. Holdings Map

Top 40 Atlas Financial Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
23.15%25.3K$14.8M
-6.41%(-1.73K)
2023-Q4: 29.7K shares2024-Q1: 28.5K shares2024-Q2: 26.0K shares2024-Q3: 27.0K shares2025-Q1: 25.3K shares2024-12-31
HYG
ISHARES TR
17.93%146.1K$11.5M
+89.40%(+68.94K)
2023-Q4: 79.1K shares2024-Q1: 156.6K shares2024-Q2: 93.6K shares2024-Q3: 77.1K shares2025-Q1: 146.1K shares2024-12-31
QQQ
INVESCO QQQ TR
10.41%13.0K$6.7M
-8.36%(-1.19K)
2023-Q4: 17.8K shares2024-Q1: 17.6K shares2024-Q2: 16.7K shares2024-Q3: 14.2K shares2025-Q1: 13.0K shares2024-12-31
ZROZ
PIMCO ETF TR
10.21%95.3K$6.5M
-17.66%(-20.44K)
2023-Q4: 124.8K shares2024-Q1: 123.5K shares2024-Q2: 115.9K shares2024-Q3: 115.7K shares2025-Q1: 95.3K shares2024-12-31
COWZ
PACER FDS TR
5.32%60.3K$3.4M
+139.73%(+35.17K)
2023-Q4: 71.1K shares2024-Q1: 67.3K shares2024-Q2: 58.0K shares2024-Q3: 25.2K shares2025-Q1: 60.3K shares2024-12-31
BBBL
BONDBLOXX ETF TRUST
3.36%45.0K$2.2Mnew2025-Q1: 45.0K shares2024-12-31
TLT
ISHARES TR
3.19%23.4K$2.0M
-20.40%(-6.00K)
2023-Q4: 35.6K shares2024-Q1: 33.5K shares2024-Q2: 29.4K shares2024-Q3: 29.4K shares2025-Q1: 23.4K shares2024-12-31
FLTR
VANECK ETF TRUST
2.3%57.8K$1.5M
-3.73%(-2.24K)
2023-Q4: 14.7K shares2024-Q1: 26.2K shares2024-Q2: 41.8K shares2024-Q3: 60.1K shares2025-Q1: 57.8K shares2024-12-31
BBBI
BONDBLOXX ETF TRUST
2.17%27.7K$1.4Mnew2025-Q1: 27.7K shares2024-12-31
HYSA
BONDBLOXX ETF TRUST
1.54%66.2K$989Knew2025-Q1: 66.2K shares2024-12-31

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