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

Top Buys

1 +$13.1M
2 +$6.65M
3 +$5.72M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.09M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$956K

Top Sells

1 +$2.56M
2 +$1.95M
3 +$652K
4
AAPL icon
Apple
AAPL
+$520K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$519K

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
-15,400
152
0
153
-250