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
$235M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.6M
3
+$5.72M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.08M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$942K

Top Sells

1
+$2.57M
2
+$1.88M
3
+$641K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$519K
5
AAPL icon
Apple
AAPL
+$512K

Sector Composition

1 Industrials 12.79%
2 Technology 10.66%
3 Consumer Discretionary 8.88%
4 Consumer Staples 5.34%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-7,554
152
– –
0
153
– –
-2,000
3 4 5 6
7