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
$64.4M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$703K
3
+$548K
4
AMZN icon
Amazon
AMZN
+$347K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$295K

Top Sells

1
+$5.35M
2
+$1.46M
3
+$639K
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$536K
5
KT icon
KT
KT
+$303K

Sector Composition

1 Technology 3.01%
2 Consumer Discretionary 2.1%
3 Consumer Staples 1.93%
4 Financials 1.34%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283K 0.44%
+3,130
27
$273K 0.42%
+7,339
28
$256K 0.4%
44,214
-2,482
29
$249K 0.39%
1,730
+39
30
$247K 0.38%
1,063
-10
31
$240K 0.37%
+3,825
32
$240K 0.37%
625
-29
33
$235K 0.37%
+3,789
34
$125K 0.19%
+18,583
35
$109K 0.17%
+20,134
36
– –
-22,559
37
– –
-13,117
38
– –
-42,683
39
– –
-55,465
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