ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 11.14%
This Quarter Est. Return
1 Year Est. Return
+11.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$2.33M
4
PEP icon
PepsiCo
PEP
+$2.27M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.22M

Top Sells

1
+$6.23M
2
+$4.95M
3
+$3.07M
4
ABBV icon
AbbVie
ABBV
+$2.02M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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