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
$193M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.48M
3
+$2.55M
4
CAG icon
Conagra Brands
CAG
+$2.39M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.19M

Top Sells

1
+$6.4M
2
+$5.01M
3
+$3.47M
4
ABBV icon
AbbVie
ABBV
+$2.25M
5
USB icon
US Bancorp
USB
+$1.82M

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
126
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131
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135
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139
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140
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141
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142
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143
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144
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145
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