ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
This Quarter Return
+6.1%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$209M
AUM Growth
-$30.8M
(-13%)
Cap. Flow
-$45.8M
Cap. Flow
% of AUM
-21.87%
Top 10 Holdings %
Top 10 Hldgs %
59.92%
Holding
92
New
16
Increased
21
Reduced
23
Closed
14
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$4.23M |
| 2 |
Kimberly-Clark
KMB
|
$3.05M |
| 3 |
ARK Web x.0 ETF
ARKW
|
$2.36M |
| 4 |
Amazon
AMZN
|
$2M |
| 5 |
Johnson & Johnson
JNJ
|
$1.56M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$26.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$8.11M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.02M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.64M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.94M |
Sector Composition
| 1 | Consumer Discretionary | 16.56% |
| 2 | Technology | 11.05% |
| 3 | Consumer Staples | 7.7% |
| 4 | Industrials | 6.26% |
| 5 | Healthcare | 4.18% |
