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Showing Q1 2025 data
Atlas Financial Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Atlas Financial Advisors, Inc.
•CIK: 1924030•Filing: Q1 2025
**Atlas Financial Advisors, Inc.** manages $64M across a diversified portfolio of 40 positions. The fund exhibits notable allocations to broad market indices, with the top holdings including SPY at $14.8M and HYG at $11.5M. Further concentration is seen in sector-specific plays such as NDQ ($6.7M) and ZROZ ($6.5M). This structure suggests a tactical approach balancing core market exposure with targeted, high-conviction thematic bets.
Total AUM
$64.1M
QoQ Performance
N/A
Positions
29
Top 10 Concentration
79.6%
Latest Filing
Q1 2025
Top Holdings Allocation
SPY
HYG
NDQ
ZROZ
COWZ
SPY23.1%
HYG17.9%
NDQ10.4%
ZROZ10.2%
COWZ5.3%
BBBL3.4%
TLT3.2%
FLTR2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.3%
ETF23.1%
Technology1.9%
Consumer1.7%
Real Estate0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2024
+8 more exited positions
Changes from Q3 2024
NEW17 new positions
↑11 increased
↓11 decreased
Historical Filings
Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023