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
$71.1M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$5.92M
3
+$1.05M
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$882K
5
SCHW icon
Charles Schwab
SCHW
+$337K

Top Sells

1
+$15M
2
+$4.37M
3
+$3.4M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$1.76M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$588K

Sector Composition

1 Consumer Discretionary 1.13%
2 Technology 1.02%
3 Financials 0.47%
4 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.31%
9,003
+162
27
$216K 0.3%
1,417
-177
28
$210K 0.3%
14,265
29
$210K 0.29%
+18,555
30
$116K 0.16%
+25,537
31
– –
-1,232
32
– –
-23,181
33
– –
-14,723
34
– –
-6,196
35
– –
-9,188
1
2