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
$197M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.31M
3
+$941K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$615K
5
BUD icon
AB InBev
BUD
+$231K

Top Sells

1
+$1.71M
2
+$1.43M
3
+$1.07M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$874K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$822K

Sector Composition

1 Consumer Discretionary 15.04%
2 Consumer Staples 10.64%
3 Technology 9.01%
4 Healthcare 4.87%
5 Financials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,106
77
– –
0
1 2 3
4