AFA
Atlas Financial Advisors Portfolio holdings
AUM
$64.1M
1-Year Est. Return
8.36%
This Fund
S&P 500
1 Year Est. Return
+8.36%
AUM
$63.3M
AUM Growth
+$2.85M
(+4.7%)
Holding
40
Top Buys
| 1 | +$1.35M | |
| 2 | +$820K | |
| 3 | +$586K | |
| 4 |
VanEck IG Floating Rate ETF
FLTR
|
+$464K |
| 5 |
Teucrium Wheat Fund
WEAT
|
+$410K |
Top Sells
| 1 | +$1.84M | |
| 2 | +$1.3M | |
| 3 | +$1.15M | |
| 4 |
US Bancorp
USB
|
+$711K |
| 5 |
Fidelity National Information Services
FIS
|
+$320K |
Sector Composition
| 1 | Consumer Staples | 3.9% |
| 2 | Technology | 2.82% |
| 3 | Consumer Discretionary | 2.09% |
| 4 | Real Estate | 0.74% |
| 5 | Materials | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kraft Heinz
KHC
$26.7B
| $332K | 0.52% |
+9,459
|
|
||
27
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.26B
| $328K | 0.52% |
7,055
+764
|
|
||
|
HBI
28
DELISTED
Hanesbrands
HBI
| $292K | 0.46% |
39,783
+1,024
|
|
||
29
Sealed Air
SEE
$6.17B
| $273K | 0.43% |
7,527
+807
|
|
||
30
State Street SPDR S&P Semiconductor ETF
XSD
$1.62B
| $250K | 0.4% |
1,042
+8
|
|
||
31
VanEck Semiconductor ETF
SMH
$44B
| $250K | 0.39% |
1,017
-98
|
|
||
32
Digital Realty Trust
DLR
$61.7B
| $244K | 0.39% |
1,506
+2
|
|
||
33
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.38B
| $242K | 0.38% |
4,361
+348
|
|
||
34
Realty Income
O
$60.1B
| $226K | 0.36% |
+3,570
|
|
||
35
Home Depot
HD
$338B
| $213K | 0.34% |
+526
|
|
||
|
LAR
36
Lithium Argentina AG
LAR
$1.1B
| $58K | 0.09% |
17,806
|
|
||
|
37
Fidelity National Information Services
FIS
$25.6B
| – | – |
-4,249
|
|
||
|
LAC
38
Lithium Americas
LAC
$1.33B
| – | – |
-17,195
|
|
||
39
National Health Investors
NHI
$4.12B
| – | – |
-3,294
|
|
||
|
40
US Bancorp
USB
$79.2B
| – | – |
-17,906
|
|