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
$197M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.01M
3
+$825K
4
ISRG icon
Intuitive Surgical
ISRG
+$619K
5
MMM icon
3M
MMM
+$400K

Top Sells

1
+$647K
2
+$447K
3
+$276K
4
FAST icon
Fastenal
FAST
+$266K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$247K

Sector Composition

1 Industrials 16.99%
2 Technology 11.13%
3 Consumer Discretionary 9.73%
4 Financials 7.35%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
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