ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
1-Year Return
11.14%
This Quarter Return
+6.35%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$245M
AUM Growth
+$11.7M
(+5%)
Cap. Flow
-$6.25M
Cap. Flow
% of AUM
-2.55%
Top 10 Holdings %
Top 10 Hldgs %
50.07%
Holding
152
New
11
Increased
33
Reduced
55
Closed
13
Top Buys
| 1 |
Colgate-Palmolive
CL
|
$3.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.39M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$310K |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$305K |
| 5 |
Netflix
NFLX
|
$265K |
Top Sells
| 1 |
Target
TGT
|
$3.82M |
| 2 |
American Airlines Group
AAL
|
$1.01M |
| 3 |
Kraft Heinz
KHC
|
$674K |
| 4 |
Bank of America
BAC
|
$546K |
| 5 |
Apple
AAPL
|
$513K |
Sector Composition
| 1 | Technology | 11.84% |
| 2 | Industrials | 11.41% |
| 3 | Consumer Discretionary | 9.34% |
| 4 | Consumer Staples | 5.16% |
| 5 | Financials | 4.54% |
