AFA

Atlas Financial Advisors Portfolio holdings

AUM $64.1M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74M
AUM Growth
+$1.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$738K
3
+$703K
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$500K
5
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$402K

Top Sells

1
+$6.66M
2
+$2.31M
3
+$1.72M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$250K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$206K

Sector Composition

1 Technology 0.9%
2 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$206K 0.28%
+1,991
27
$203K 0.27%
+1,232
28
$202K 0.27%
2,668
-88,158
29
– –
-1,937
30
– –
-5,003
1
2