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  Name: Atlas Financial Advisors Inc.
  City: Oroville
  State: CA
  Zip: 95965
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $64,393,000
  Total Value Change : $3,268,000
  Securities Held Change : 4
   
All Securities Held : 35
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 18
  Unchanged Positions : 0
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 39 Closed $93.11 $0 0 0% -5,346,000 -55,465 0    Closed - End Fund - E...
   (FUTY)1 Year Chart         FUTY Fidelity Msci Utilities Index 38 Closed $46.68 $0 0 0% -536,000 -13,117 0    N/A
   (GCOW)1 Year Chart         GCOW Pacer Global Cash Cows Divi... 37 Closed $0.00 $0 0 0% -1,463,000 -42,683 0    N/A
   (KT)1 Year Chart         KT KT Corporation (ADR) 36 Closed $13.74 $0 0 0% -303,000 -22,559 0    Telecom Services - Fo...

      4 Records Found
  1    
Page 1 of 1
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