ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$321M
1-Year Est. Return
16.3%
This Fund
S&P 500
1 Year Est. Return
+16.3%
AUM
$321M
AUM Growth
-$4.98M
(-1.5%)
Holding
105
Top Buys
| 1 | +$4.32M | |
| 2 | +$1.82M | |
| 3 | +$1.02M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$725K |
| 5 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$572K |
Top Sells
| 1 | +$1.84M | |
| 2 | +$1.63M | |
| 3 | +$817K | |
| 4 |
Palantir
PLTR
|
+$700K |
| 5 |
US Bancorp
USB
|
+$453K |
Sector Composition
| 1 | Technology | 13.65% |
| 2 | Consumer Discretionary | 11.76% |
| 3 | Industrials | 5.31% |
| 4 | Consumer Staples | 4.81% |
| 5 | Financials | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares S&P 100 ETF
OEF
$20B
| – | – |
0
|
|
||
102
PayPal
PYPL
$36.4B
| – | – |
-6,909
|
|
||
103
Visa
V
$615B
| – | – |
-584
|
|
||
104
Vanguard Growth ETF
VUG
$221B
| – | – |
-2,772
|
|
||
|
SCIU
105
DELISTED
Global X Scientific Beta US ETF
SCIU
| – | – |
0
|
|