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Atlas U.S. Tactical Income Fund

CIK: 0001866278 Fixed Income
Report date: 2026-05-08
AUM $77M
Expense Ratio
Category Fixed Income
State PR
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-08

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

27 positions
# 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
Frequently Asked Questions — Atlas U.S. Tactical Income Fund
What type of mutual fund is Atlas U.S. Tactical Income Fund?
Atlas U.S. Tactical Income Fund is a SEC-registered Fixed Income fund, with $77M in assets under management. Fixed Income funds invest in bonds, government securities, and other debt instruments, seeking regular income and capital preservation. They are generally considered lower risk than equity funds but are sensitive to changes in interest rates — when rates rise, bond prices typically fall. Fixed income funds are commonly used by income-oriented investors or as a portfolio stabiliser alongside equities. As of its latest SEC N-PORT filing, Atlas U.S. Tactical Income Fund holds 27 portfolio positions, all detailed in the holdings table on this page.
What are Atlas U.S. Tactical Income Fund's assets under management (AUM)?
Atlas U.S. Tactical Income Fund has $77M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Atlas U.S. Tactical Income Fund's top holdings?
According to Atlas U.S. Tactical Income Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Agnc Investment Corp, Adobe Inc, Amazon.com, Inc. , among others. The complete list of all 27 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Atlas U.S. Tactical Income Fund's expense ratio?
Expense ratio data for Atlas U.S. Tactical Income Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Atlas U.S. Tactical Income Fund's SEC filings?
Atlas U.S. Tactical Income Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001866278. You can access all of Atlas U.S. Tactical Income Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001866278). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Atlas U.S. Tactical Income Fund's holdings data on StockSifting?
Holdings data for Atlas U.S. Tactical Income Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.