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
$64.1M
AUM Growth
+$780K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.15M
3
+$1.99M
4
BBBI icon
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
+$1.39M
5
HYSA icon
BondBloxx USD High Yield Bond Sector Rotation ETF
HYSA
+$989K

Top Sells

1
+$6.37M
2
+$1.4M
3
+$1.02M
4
KLG
WK Kellogg Co
KLG
+$818K
5
EL icon
Estee Lauder
EL
+$730K

Sector Composition

1 Technology 1.91%
2 Consumer Discretionary 1.31%
3 Real Estate 0.56%
4 Consumer Staples 0.41%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEF icon
51
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
– –
-64,900
KHC icon
52
Kraft Heinz
KHC
$30.2B
– –
-9,459
WEAT icon
53
Teucrium Wheat Fund
WEAT
$115M
– –
-80,645
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