ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.33M
3
+$421K
4
MMM icon
3M
MMM
+$386K
5
WMT icon
Walmart Inc
WMT
+$291K

Top Sells

1
+$820K
2
+$485K
3
+$474K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$405K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$336K

Sector Composition

1 Consumer Discretionary 13.78%
2 Technology 9.5%
3 Consumer Staples 9.33%
4 Industrials 4.95%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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0
79
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-1,500
80
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-2,208
81
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-3,910
82
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-1,610
83
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-1,091
84
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0
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4