ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.24M
3
+$1.23M
4
ALK icon
Alaska Air
ALK
+$979K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$907K

Top Sells

1
+$6.62M
2
+$6.29M
3
+$5.67M
4
CHRW icon
C.H. Robinson
CHRW
+$3.76M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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