ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
This Quarter Return
+6.53%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+13%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
7.6%
Top 10 Holdings %
Top 10 Hldgs %
64.13%
Holding
70
New
1
Increased
27
Reduced
20
Closed
3
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$9.56M |
| 2 |
Apple
AAPL
|
$6.39M |
| 3 |
US Bancorp
USB
|
$3.03M |
| 4 |
Pfizer
PFE
|
$2.53M |
| 5 |
3M
MMM
|
$1.68M |
Top Sells
| 1 |
Corning
GLW
|
$3.8M |
| 2 |
Clorox
CLX
|
$3.29M |
| 3 |
Clearfield
CLFD
|
$1.71M |
| 4 |
Prudential Financial
PRU
|
$636K |
| 5 |
PLM
PolyMet Mining Corp.
PLM
|
$450K |
Sector Composition
| 1 | Consumer Discretionary | 13.87% |
| 2 | Technology | 10.61% |
| 3 | Industrials | 6.85% |
| 4 | Consumer Staples | 6.4% |
| 5 | Healthcare | 3.84% |
