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Home > Institutional Investor > Atlas Financial Advisors, Inc. > Profile

Instuitional Investor - Atlas Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Atlas Financial Advisors, Inc.
Portfolio Value $61,125,038
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 29,700 $14,116,469 23.09%
2.
Pimco Etf Trust
 124,848 $10,653,285 17.42%
3.
Invesco Qqq Tr
 17,830 $7,301,537 11.94%
4.
Ishares Tr
 79,109 $6,122,246 10.01%
5.
Ishares Trust
 IEF 55,465 $5,346,271 8.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)