ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
This Quarter Return
+7.94%
1 Year Return
+11.14%
3 Year Return
+45.19%
5 Year Return
+78.27%
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
(+9.2%)
Cap. Flow
+$832K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
45.8%
Holding
165
New
11
Increased
44
Reduced
61
Closed
11
Top Buys
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$2.75M |
| 2 |
AbbVie
ABBV
|
$2.67M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.76M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.52M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$673K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.36M |
| 2 |
Pfizer
PFE
|
$3.19M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.12M |
| 4 |
Altria Group
MO
|
$884K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$548K |
Sector Composition
| 1 | Industrials | 17.06% |
| 2 | Technology | 12% |
| 3 | Consumer Discretionary | 10.96% |
| 4 | Financials | 5.81% |
| 5 | Consumer Staples | 5.74% |
