Atlas Financial Advisors

Atlas Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Atlas Financial Advisors

Atlas Financial Advisors holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 23.3 $17M 44k 382.43
Ishares Tr Core Us Aggbd Et (AGG) 16.8 $12M 126k 96.99
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 14.7 $11M 122k 87.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 11.1 $8.1M 30k 266.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 9.4 $6.8M 69k 99.56
Ishares Tr Iboxx Hi Yd Etf (HYG) 9.2 $6.7M 91k 73.63
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.8 $3.5M 75k 46.25
Fidelity Covington Trust Msci Utils Index (FUTY) 2.9 $2.1M 46k 45.58
Direxion Shs Etf Tr 20yr Tres Bull 1.4 $1.0M 133k 7.62
Global X Fds Glb X Mlp Enrg I (MLPX) 0.8 $593k 15k 40.76
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.7 $486k 24k 20.15
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.6 $469k 19k 24.25
Microsoft Corporation (MSFT) 0.6 $420k 1.8k 239.82
Ishares Tr Us Aer Def Etf (ITA) 0.5 $365k 3.3k 111.86
Spdr Gold Tr Gold Shs (GLD) 0.5 $362k 2.1k 169.64
Simplify Exchange Traded Fun Nasdaq 100 Ds Cn 0.4 $290k 15k 19.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $277k 5.0k 55.56
Vanguard World Fds Health Car Etf (VHT) 0.4 $257k 1.0k 248.05
Ishares Tr Core Div Grwth (DGRO) 0.3 $250k 5.0k 50.00
Home Depot (HD) 0.3 $239k 758.00 315.86
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.3 $216k 14k 15.16
Ishares Tr Tips Bd Etf (TIP) 0.3 $206k 1.9k 106.44
Spdr Ser Tr S&p Semicndctr (XSD) 0.3 $203k 1.2k 167.23