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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.6M
3
+$8.03M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.62M
5
AAPL icon
Apple
AAPL
+$6.95M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.84%
2 Technology 10.82%
3 Consumer Discretionary 9.7%
4 Financials 7.45%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
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0
153
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0
154
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0
155
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0
156
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0
157
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0
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