ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
This Quarter Return
-0.64%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(+2.3%)
Cap. Flow
+$6.86M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
43.54%
Holding
178
New
15
Increased
54
Reduced
50
Closed
19
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.09M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.01M |
| 3 |
Amazon
AMZN
|
$825K |
| 4 |
Intuitive Surgical
ISRG
|
$619K |
| 5 |
3M
MMM
|
$400K |
Top Sells
| 1 |
Protolabs
PRLB
|
$647K |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$447K |
| 3 |
Verizon
VZ
|
$276K |
| 4 |
Fastenal
FAST
|
$266K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$247K |
Sector Composition
| 1 | Industrials | 16.99% |
| 2 | Technology | 11.13% |
| 3 | Consumer Discretionary | 9.73% |
| 4 | Financials | 7.35% |
| 5 | Consumer Staples | 6.49% |
