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
$326M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.44M
3
+$2.23M
4
UNP icon
Union Pacific
UNP
+$1.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.64M

Top Sells

1
+$2.23M
2
+$767K
3
+$259K
4
USB icon
US Bancorp
USB
+$258K
5
MDT icon
Medtronic
MDT
+$255K

Sector Composition

1 Technology 14.19%
2 Consumer Discretionary 12.05%
3 Consumer Staples 5.11%
4 Financials 4.42%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKLO
101
Oklo
OKLO
$9.1B
– –
-1,400
1 2 3 4
5