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Home > Institutional Investor > Atlas Financial Advisors, Inc. > Profile

Instuitional Investor - Atlas Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Atlas Financial Advisors, Inc.
Portfolio Value $63,276,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 27,032 $15,509,593 24.51%
2.
Pimco Etf Trust
 115,723 $9,537,858 15.07%
3.
Invesco Qqq Tr
 14,235 $6,947,432 10.98%
4.
Ishares Trust
 IEF 64,900 $6,367,988 10.06%
5.
Ishares Tr - IBOXX HI YD ETF
 77,113 $6,192,174 9.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)