ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$1.3M
2 +$988K
3 +$875K
4
USB icon
US Bancorp
USB
+$705K
5
AAPL icon
Apple
AAPL
+$642K

Sector Composition

1 Consumer Discretionary 12.21%
2 Technology 9.63%
3 Consumer Staples 5.91%
4 Industrials 5.61%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7,360
77
0
78
-20,000
79
0
80
0