Atlas Financial Advisors, Inc.
CIK 1924030 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $64.1M
- Posisi
- 40
- Per tanggal
- 31 Des. 2024 Data per Q4 2024
#8.616 dari 9.443 berdasarkan nilai 13F · top 91.2%
- Bobot 10 kepemilikan teratas
- 79,57%
- Bobot 25 kepemilikan teratas
- 94,01%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 8,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 40
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
Technology
1,9%
Retail
1,7%
Real Estate
0,6%
Energy
0,3%
Financial Services
0,2%
Lainnya/Tidak terpetakan
95,3%
Portofolio lengkap 40 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $14.826.945 | 23,15% | 25.299 | Naik ×1 | |||
| HYG | $11.487.068 | 17,93% | 146.053 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $6.668.740 | 10,41% | 13.045 | Naik ×1 | |||
| ZROZ | $6.538.388 | 10,21% | 95.284 | Naik ×1 | |||
| COWZ | $3.408.120 | 5,32% | 60.342 | Naik ×1 | |||
| BBBL | $2.152.524 | 3,36% | 45.017 | Naik ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $2.043.347 | 3,19% | 23.398 | Naik ×1 | |||
| FLTR | $1.471.303 | 2,30% | 57.811 | Naik ×1 | |||
| BBBI | $1.387.417 | 2,17% | 27.725 | Naik ×1 | |||
| HYSA | $989.331 | 1,54% | 66.176 | Naik ×1 | |||
| SCHP | $867.836 | 1,35% | 33.598 | Naik ×1 | |||
| BBBS | $819.458 | 1,28% | 16.222 | Naik ×1 | |||
| TMF | $694.039 | 1,08% | 17.364 | Naik ×1 | |||
| XAR | $688.982 | 1,08% | 4.155 | Naik ×1 | |||
| GLD | $681.838 | 1,06% | 2.816 | Naik ×1 | |||
| SCHG | $677.882 | 1,06% | 24.323 | Naik ×1 | |||
| VBR | $675.794 | 1,05% | 3.410 | Naik ×1 | |||
| XSMO | $663.149 | 1,04% | 10.031 | Naik ×1 | |||
| CORN | $621.906 | 0,97% | 33.133 | Naik ×1 | |||
| GBIL | $569.944 | 0,89% | 5.704 | Naik ×1 | |||
| SCHD | $522.877 | 0,82% | 19.139 | Naik ×1 | |||
| IPKW Invesco International BuyBack Achievers ETF | $515.873 | 0,81% | 12.991 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $446.790 | 0,70% | 1.060 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $416.568 | 0,65% | 3.102 | Naik ×1 | |||
| VHT | $380.535 | 0,59% | 1.500 | Naik ×1 | |||
| O Realty Income Corporation Common Stock | $360.357 | 0,56% | 6.747 | Naik ×1 | |||
| AAPL Apple Inc. - Common Stock | $360.150 | 0,56% | 1.438 | Naik ×1 | |||
| XEMD | $359.113 | 0,56% | 8.617 | Naik ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $342.065 | 0,53% | 1.386 | Naik ×1 | |||
| TAXX | $332.027 | 0,52% | 6.592 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $288.717 | 0,45% | 1.316 | Naik ×1 | |||
| XSD | $265.345 | 0,41% | 1.068 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $263.886 | 0,41% | 288 | Naik ×1 | |||
| COM | $252.331 | 0,39% | 8.910 | Naik ×1 | |||
| VO | $229.001 | 0,36% | 867 | Naik ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $205.387 | 0,32% | 528 | Naik ×1 | |||
| AUSF | $203.099 | 0,32% | 4.836 | Naik ×1 | |||
| OXY Occidental Petroleum Corporation Common Stock | $202.989 | 0,32% | 4.108 | Naik ×1 | |||
| WU Western Union Company (The) Common Stock | $129.225 | 0,20% | 12.191 | Naik ×1 | |||
| LAAC | $46.476 | 0,07% | 17.739 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SPY | $14.826.945 | 25.299 | 23,15% |
| HYG | $11.487.068 | 146.053 | 17,93% |
| QQQ | $6.668.740 | 13.045 | 10,41% |
| ZROZ | $6.538.388 | 95.284 | 10,21% |
| COWZ | $3.408.120 | 60.342 | 5,32% |
| BBBL | $2.152.524 | 45.017 | 3,36% |
| TLT | $2.043.347 | 23.398 | 3,19% |
| FLTR | $1.471.303 | 57.811 | 2,30% |
| BBBI | $1.387.417 | 27.725 | 2,17% |
| HYSA | $989.331 | 66.176 | 1,54% |
| SCHP | $867.836 | 33.598 | 1,35% |
| BBBS | $819.458 | 16.222 | 1,28% |
| TMF | $694.039 | 17.364 | 1,08% |
| XAR | $688.982 | 4.155 | 1,08% |
| GLD | $681.838 | 2.816 | 1,06% |