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
$233M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$336K
2 +$273K
3 +$267K
4
BA icon
Boeing
BA
+$229K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$210K

Top Sells

1 +$1.15M
2 +$1.12M
3 +$831K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$390K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Industrials 12.4%
2 Technology 10.88%
3 Consumer Discretionary 9.41%
4 Consumer Staples 5.31%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,451