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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$23.1M
3
+$21M
4
SPD icon
Simplify US Equity PLUS Downside Convexity ETF
SPD
+$13.3M
5
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
+$8.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0.54%
2 Technology 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.5M 29.47%
+276,510
2
$23.1M 21.58%
+151,667
3
$21M 19.58%
+141,461
4
$13.3M 12.4%
+398,968
5
$8.47M 7.91%
+341,432
6
$4.99M 4.66%
+154,693
7
$2.27M 2.13%
+8,084
8
$413K 0.39%
+1,227
9
$391K 0.37%
+7,035
10
$353K 0.33%
+2,733
11
$324K 0.3%
+781
12
$293K 0.27%
+14,320
13
$253K 0.24%
+1,520
14
$211K 0.2%
+1,234
15
$203K 0.19%
+2,401