Atlas U.S. Tactical Income Fund
About this Fund
The Atlas U.S. Tactical Income Fund is a renowned mutual fund company that specializes in providing a wide range of investment solutions to meet the diverse needs of its clients. As a leading player in the asset management industry, the company offers a broad spectrum of mutual funds, including equity, debt, hybrid, and specialty funds, each carefully designed to cater to the unique investment objectives and risk tolerance of its investors. With a strong focus on wealth management, the Atlas U.S. Tactical Income Fund is committed to helping its clients achieve their long-term financial goals through a disciplined and strategic approach to investment. The company's investment philosophy is centered on a thorough analysis of market trends, economic conditions, and the fundamental strengths of individual securities, enabling its experienced team of portfolio managers to create diversified portfolios that balance risk and potential returns. The Atlas U.S. Tactical Income Fund's product lineup includes a variety of mutual funds that cater to different investor preferences, such as aggressive equity funds for those seeking higher returns, conservative debt funds for risk-averse investors, and hybrid funds that offer a balanced mix of equity and debt securities. Additionally, the company provides Systematic Investment Plans (SIPs) that allow investors to invest a fixed amount of money at regular intervals, helping them to benefit from the power of compounding and reduce the impact of market volatility. By offering a range of investment options and a flexible approach to portfolio management, the Atlas U.S. Tactical Income Fund has established itself as a trusted partner for investors seeking to build wealth over the long term. The company's key strengths lie in its experienced management team, rigorous research process, and commitment to transparency and customer service, which have earned it a loyal client base and a reputation for excellence in the mutual fund industry. As a leading mutual fund company, the Atlas U.S. Tactical Income Fund is dedicated to delivering exceptional investment results and building lasting relationships with its clients. The company's investor-centric approach is reflected in its focus on providing personalized service, timely communication, and comprehensive investment solutions that address the unique needs and goals of each client. By combining a deep understanding of the markets, a disciplined investment approach, and a passion for delivering outstanding results, the Atlas U.S. Tactical Income Fund has become a trusted name in the world of asset management and wealth management. Investors trust the company to manage their wealth because of its proven track record, commitment to transparency, and unwavering dedication to helping them achieve their financial objectives. With its broad range of mutual funds, experienced management team, and client-focused approach, the Atlas U.S. Tactical Income Fund is well-positioned to continue delivering value to its clients and establishing itself as a leader in the mutual fund industry.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AGNC Agnc Investment Corp Since 2026-05-10 | 00123Q104 | Equity (Common) |
5.75%
|
$4.44 | 442,390 |
| 2 | ADBE Adobe Inc Since 2026-05-10 | 00724F101 | Equity (Common) |
0.24%
|
$0.19 | 768 |
| 3 | AMZN Amazon.com, Inc. Since 2026-05-10 | 023135106 | Equity (Common) |
0.32%
|
$0.25 | 1,194 |
| 4 | AXP American Express Company Since 2026-05-10 | 025816CX5 | Debt |
5.16%
|
$3.98 | 4,000,000 |
| 5 | NLY Annaly Capital Management, Inc. Since 2026-05-10 | 035710839 | Equity (Common) |
6.29%
|
$4.85 | 229,351 |
| 6 | AAPL Apple Inc. Since 2026-05-10 | 037833100 | Equity (Common) |
0.09%
|
$0.07 | 284 |
| 7 | C Citigroup Inc. Since 2026-05-10 | 172967BL4 | Debt |
1.76%
|
$1.36 | 1,250,000 |
| 8 | C Citigroup Inc. Since 2026-05-10 | 172967DR9 | Debt |
4.05%
|
$3.12 | 3,000,000 |
| 9 | C Citigroup Inc. Since 2026-05-10 | 17327CAR4 | Debt |
1.34%
|
$1.04 | 1,000,000 |
| 10 | CRWD Crowdstrike Holdings Inc Since 2026-05-10 | 22788C105 | Equity (Common) |
0.09%
|
$0.07 | 185 |
| 11 | META Meta Platforms Inc Since 2026-05-10 | 30303M102 | Equity (Common) |
0.45%
|
$0.34 | 602 |
| 12 | FISV Fiserv Inc. Since 2026-05-10 | 337738108 | Equity (Common) |
0.15%
|
$0.12 | 2,116 |
| 13 | JPM JPMorgan Chase & Co. Since 2026-05-10 | 46625HNJ5 | Debt |
0.13%
|
$0.10 | 100,000 |
| 14 | JPM JPMorgan Chase & Co. Since 2026-05-10 | 46647PDK9 | Debt |
7.92%
|
$6.11 | 5,900,000 |
| 15 | MELI Mercadolibre Inc Since 2026-05-10 | 58733R102 | Equity (Common) |
0.21%
|
$0.16 | 92 |
| 16 | MRNA Moderna Inc Since 2026-05-10 | 60770K107 | Equity (Common) |
0.11%
|
$0.08 | 1,614 |
| 17 | NFLX Netflix, Inc. Since 2026-05-10 | 64110L106 | Equity (Common) |
0.11%
|
$0.09 | 910 |
| 18 | NKE Nike, Inc. Since 2026-05-10 | 654106103 | Equity (Common) |
0.21%
|
$0.16 | 3,059 |
| 19 | NVO Novo Nordisk A/S Since 2026-05-10 | 670100205 | Equity (Common) |
0.08%
|
$0.06 | 1,723 |
| 20 | OKTA Okta Inc. Since 2026-05-10 | 679295105 | Equity (Common) |
0.07%
|
$0.05 | 686 |
| 21 | PANW Palo Alto Networks Inc Since 2026-05-10 | 697435105 | Equity (Common) |
0.10%
|
$0.08 | 482 |
| 22 | CRM Salesforce Inc. Since 2026-05-10 | 79466L302 | Equity (Common) |
0.35%
|
$0.27 | 1,428 |
| 23 | SCHW The Charles Schwab Corporation Since 2026-05-10 | 808513CE3 | Debt |
4.09%
|
$3.15 | 3,000,000 |
| 24 | NOW Servicenow Inc Since 2026-05-10 | 81762P102 | Equity (Common) |
0.10%
|
$0.07 | 711 |
| 25 | SHOP Shopify Inc Since 2026-05-10 | 82509L107 | Equity (Common) |
0.15%
|
$0.11 | 957 |
| 26 | UPS United Parcel Service, Inc. Since 2026-05-10 | 911312106 | Equity (Common) |
0.04%
|
$0.03 | 305 |
| 27 | USB U.S. Bancorp. Since 2026-05-10 | 91159HJG6 | Debt |
4.49%
|
$3.46 | 3,500,000 |