Atlas Financial Advisors, Inc.
CIK 1924030 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $64.1M
- ポジション
- 40
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #8,616 位 · 91.2% トップ
- 上位10銘柄のウェイト
- 79.57%
- 上位25銘柄のウェイト
- 94.01%
- 1%超のポジション
- 18
- 実効ポジション数
- 8.7
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 40
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
Technology
1.9%
Retail
1.7%
Real Estate
0.6%
Energy
0.3%
Financial Services
0.2%
その他/マッピングなし
95.3%
ポートフォリオ全体 40 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $14,826,945 | 23.15% | 25,299 | 上昇 ×1 | |||
| HYG | $11,487,068 | 17.93% | 146,053 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $6,668,740 | 10.41% | 13,045 | 上昇 ×1 | |||
| ZROZ | $6,538,388 | 10.21% | 95,284 | 上昇 ×1 | |||
| COWZ | $3,408,120 | 5.32% | 60,342 | 上昇 ×1 | |||
| BBBL | $2,152,524 | 3.36% | 45,017 | 上昇 ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $2,043,347 | 3.19% | 23,398 | 上昇 ×1 | |||
| FLTR | $1,471,303 | 2.30% | 57,811 | 上昇 ×1 | |||
| BBBI | $1,387,417 | 2.17% | 27,725 | 上昇 ×1 | |||
| HYSA | $989,331 | 1.54% | 66,176 | 上昇 ×1 | |||
| SCHP | $867,836 | 1.35% | 33,598 | 上昇 ×1 | |||
| BBBS | $819,458 | 1.28% | 16,222 | 上昇 ×1 | |||
| TMF | $694,039 | 1.08% | 17,364 | 上昇 ×1 | |||
| XAR | $688,982 | 1.08% | 4,155 | 上昇 ×1 | |||
| GLD | $681,838 | 1.06% | 2,816 | 上昇 ×1 | |||
| SCHG | $677,882 | 1.06% | 24,323 | 上昇 ×1 | |||
| VBR | $675,794 | 1.05% | 3,410 | 上昇 ×1 | |||
| XSMO | $663,149 | 1.04% | 10,031 | 上昇 ×1 | |||
| CORN | $621,906 | 0.97% | 33,133 | 上昇 ×1 | |||
| GBIL | $569,944 | 0.89% | 5,704 | 上昇 ×1 | |||
| SCHD | $522,877 | 0.82% | 19,139 | 上昇 ×1 | |||
| IPKW Invesco International BuyBack Achievers ETF | $515,873 | 0.81% | 12,991 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $446,790 | 0.70% | 1,060 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $416,568 | 0.65% | 3,102 | 上昇 ×1 | |||
| VHT | $380,535 | 0.59% | 1,500 | 上昇 ×1 | |||
| O Realty Income Corporation Common Stock | $360,357 | 0.56% | 6,747 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $360,150 | 0.56% | 1,438 | 上昇 ×1 | |||
| XEMD | $359,113 | 0.56% | 8,617 | 上昇 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $342,065 | 0.53% | 1,386 | 上昇 ×1 | |||
| TAXX | $332,027 | 0.52% | 6,592 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $288,717 | 0.45% | 1,316 | 上昇 ×1 | |||
| XSD | $265,345 | 0.41% | 1,068 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $263,886 | 0.41% | 288 | 上昇 ×1 | |||
| COM | $252,331 | 0.39% | 8,910 | 上昇 ×1 | |||
| VO | $229,001 | 0.36% | 867 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $205,387 | 0.32% | 528 | 上昇 ×1 | |||
| AUSF | $203,099 | 0.32% | 4,836 | 上昇 ×1 | |||
| OXY Occidental Petroleum Corporation Common Stock | $202,989 | 0.32% | 4,108 | 上昇 ×1 | |||
| WU Western Union Company (The) Common Stock | $129,225 | 0.20% | 12,191 | 上昇 ×1 | |||
| LAAC | $46,476 | 0.07% | 17,739 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| 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% |