ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.48M
3
+$2.55M
4
CAG icon
Conagra Brands
CAG
+$2.39M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M

Top Sells

1
+$6.4M
2
+$5.01M
3
+$3.47M
4
ABBV icon
AbbVie
ABBV
+$2.25M
5
USB icon
US Bancorp
USB
+$1.82M

Sector Composition

1 Technology 12.9%
2 Industrials 10.01%
3 Consumer Discretionary 9.46%
4 Consumer Staples 8.23%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.14%
40,508
-1,451
27
$2.06M 1.07%
23,712
+11,929
28
$2.05M 1.07%
37,949
-1,857
29
$1.63M 0.84%
41,355
-465
30
$1.52M 0.79%
69,154
-7,123
31
$1.36M 0.71%
7,295
-55
32
$1.34M 0.7%
23,555
33
$1.31M 0.68%
110,511
34
$1.26M 0.66%
16,619
35
$1.22M 0.63%
6,034
-11
36
$1.16M 0.6%
8,996
-2,796
37
$1.15M 0.6%
14,567
-700
38
$1.1M 0.57%
14,455
-26,465
39
$1.04M 0.54%
21,769
+13,305
40
$927K 0.48%
17,252
-1,370
41
$759K 0.39%
4,599
-15
42
$747K 0.39%
5,047
+534
43
$720K 0.37%
6,787
+1,050
44
$619K 0.32%
19,990
+883
45
$567K 0.29%
10,872
-1,568
46
$559K 0.29%
13,540
47
$555K 0.29%
3,325
-1,640
48
$551K 0.29%
9,480
-2,120
49
$537K 0.28%
11,114
50
$536K 0.28%
2,149
+6
1
2
3 4 5