ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
This Quarter Return
-12.37%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(-21%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-6.19%
Top 10 Holdings %
Top 10 Hldgs %
52.09%
Holding
145
New
7
Increased
40
Reduced
46
Closed
30
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.17M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.67M |
| 3 |
Conagra Brands
CAG
|
$2.33M |
| 4 |
PepsiCo
PEP
|
$2.27M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.22M |
Top Sells
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$6.23M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$4.95M |
| 3 |
Fastenal
FAST
|
$3.07M |
| 4 |
AbbVie
ABBV
|
$2.02M |
| 5 |
Microsoft
MSFT
|
$1.42M |
Sector Composition
| 1 | Technology | 12.9% |
| 2 | Industrials | 10.01% |
| 3 | Consumer Discretionary | 9.46% |
| 4 | Consumer Staples | 8.23% |
| 5 | Healthcare | 3.95% |
