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USAF
+0.55 · +2.04%
$27.60 · NASDAQ

Atlas America Fund (USAF) ETF Analysis | Moderate Allocation

Atlas Fund · USA
AUM:$18.5M
#– of – in Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.7% over the past year, showing positive momentum.

What is USAF?

The fund is an actively managed ETF that seeks to achieve its investment objective by investing primarily in a portfolio of investments in the following asset classes: real estate investment trusts, investment grade fixed income securities including U. government securities, municipal securities, and corporate bonds, gold trusts, structured securities, equity securities of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
USAF returned 11.7% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 76.0% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 2.42% — modest income alongside capital growth potential.
ETF Information
AUM$18.5M
Expense Ratio0.00%
Dividend Yield2.42%
Holdings46
Inception DateNov 2024
Domicile–
Distribution–
Index–
ProviderAtlas Fund
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+0.7%
1Y
+8.7%
3Y
+15.6%
5Y
+15.6%
OpenBook InsightIf you had invested £10,000 in USAF 5 years ago, it would have grown to £11,555 — a gain of £1,555.

Annual Returns

Calendar year performance

USAF delivered positive returns in 3 of the last 3 calendar years.
YearUSAF
2026 YTD+5.6%
2025+9.0%
2024+0.2%
CAGR 2yr+4.5%
3/3 positive yearsAvg return: +4.9%Worst year: +0.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
4.8%
Low
Momentum
+2.5%
30-day change
Support Level
27.67
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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