Atlas Financial Advisors, Inc. - Portfolio overview

Atlas Financial Advisors, Inc. has 40 reported holdings in this dataset, with the latest filing dated 2025-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 23.15%
2. HYG - ISHARES TR, 17.93%
3. QQQ - INVESCO QQQ TR, 10.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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