ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
This Quarter Return
+17.08%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-5.8%)
Cap. Flow
-$46.8M
Cap. Flow
% of AUM
-25.77%
Top 10 Holdings %
Top 10 Hldgs %
60.47%
Holding
118
New
4
Increased
11
Reduced
46
Closed
50
Top Buys
| 1 |
Corning
GLW
|
$3.17M |
| 2 |
Walmart
WMT
|
$2.24M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.23M |
| 4 |
Alaska Air
ALK
|
$979K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$907K |
Top Sells
| 1 |
VanEck IG Floating Rate ETF
FLTR
|
$6.62M |
| 2 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$6.29M |
| 3 |
Apple
AAPL
|
$5.67M |
| 4 |
C.H. Robinson
CHRW
|
$3.76M |
| 5 |
Microsoft
MSFT
|
$3.39M |
Sector Composition
| 1 | Technology | 13.68% |
| 2 | Consumer Discretionary | 12.95% |
| 3 | Consumer Staples | 8.61% |
| 4 | Industrials | 6.4% |
| 5 | Healthcare | 2.91% |
