ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
1-Year Return
11.14%
This Quarter Return
-0.42%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$217M
AUM Growth
+$10.1M
(+4.9%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
60.88%
Holding
88
New
4
Increased
33
Reduced
18
Closed
10
Top Buys
| 1 |
Lowe's Companies
LOW
|
$26.2M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$567K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$528K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$369K |
| 5 |
Shopify
SHOP
|
$301K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$4.62M |
| 2 |
Microsoft
MSFT
|
$3.05M |
| 3 |
ARK Web x.0 ETF
ARKW
|
$2.47M |
| 4 |
Amazon
AMZN
|
$2.42M |
| 5 |
Apple
AAPL
|
$1.62M |
Sector Composition
| 1 | Consumer Discretionary | 15.93% |
| 2 | Technology | 9.63% |
| 3 | Consumer Staples | 7.65% |
| 4 | Industrials | 5.47% |
| 5 | Financials | 4.04% |
