Atlas Financial Advisors, Inc. Portfolio Holdings by Sector
Atlas Financial Advisors, Inc.
- $57.6 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY HYG QQQ ZROZ COWZ TLT FLTR SCHP 23 stocks |
$54,608
94.77% of portfolio
|
  17  
|
  6  
|
  9  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$547
0.95% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$446
0.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$416
0.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$360
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O 1 stocks |
$360
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$288
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$263
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$202
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
WU 1 stocks |
$129
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|