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
$198M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$233K
2 +$216K
3 +$139K
4
URA icon
Global X Uranium ETF
URA
+$124K
5
T icon
AT&T
T
+$116K

Top Sells

1 +$7.88M
2 +$3.18M
3 +$439K
4
AMZN icon
Amazon
AMZN
+$352K
5
AAPL icon
Apple
AAPL
+$335K

Sector Composition

1 Consumer Discretionary 16.09%
2 Technology 10.63%
3 Consumer Staples 9.8%
4 Financials 4.92%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,318
77
0
78
-1,600
79
-707
80
0
81
-2,501
82
-2,305
83
0
84
0