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
$222M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$554K
3
+$401K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$385K
5
CAG icon
Conagra Brands
CAG
+$273K

Top Sells

1
+$514K
2
+$359K
3
+$262K
4
BUD icon
AB InBev
BUD
+$257K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Consumer Discretionary 15.71%
2 Technology 10.88%
3 Consumer Staples 9.43%
4 Financials 4.18%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286 ﹤0.01%
+4
77
– –
-3,850
78
– –
0
79
– –
0
80
– –
-1,100
81
– –
0
82
– –
-13,565
1 2 3
4