Atlas Financial Advisors, Inc. Portfolio Holdings
Atlas Financial Advisors, Inc.
- $60.6 Million
- Q3 2024
Atlas Financial Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $60.6 Million distributed in 36 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.5M, Pimco ETF Tr 25+ Yr Zero Cpn U with a value of $9.54M, Invesco Qqq Trust, Series 1 with a value of $6.95M, Ishares Barclays with a value of $6.37M, and Ishares Tr with a value of $6.19M.
Examining the 13F form we can see an increase of $1.83M in the current position value, from $58.7M to 60.6M.
Below you can find more details about Atlas Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$60.6 Million
ETFs: $55.4 Million
Technology: $1.78 Million
Consumer Defensive: $1.65 Million
Consumer Cyclical: $1.32 Million
Real Estate: $469,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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