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
$209M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.05M
3
+$2.36M
4
AMZN icon
Amazon
AMZN
+$2M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.56M

Top Sells

1
+$26.6M
2
+$8.11M
3
+$6.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
EEM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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