ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
1-Year Return
11.14%
This Quarter Return
+5.3%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$207M
AUM Growth
-$1.87M
(-0.89%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-5.63%
Top 10 Holdings %
Top 10 Hldgs %
57.81%
Holding
89
New
11
Increased
33
Reduced
14
Closed
5
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.67M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.6M |
| 3 |
JPMorgan Chase
JPM
|
$1.51M |
| 4 |
Dominion Energy
D
|
$1.3M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$912K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$24.5M |
| 2 |
Cisco
CSCO
|
$1.63M |
| 3 |
Meta Platforms (Facebook)
META
|
$799K |
| 4 |
US Bancorp
USB
|
$529K |
| 5 |
NVIDIA
NVDA
|
$450K |
Sector Composition
| 1 | Technology | 11.94% |
| 2 | Consumer Staples | 8.32% |
| 3 | Industrials | 6.71% |
| 4 | Consumer Discretionary | 5.68% |
| 5 | Healthcare | 4.47% |
