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

Top Buys

1
+$338K
2
+$291K
3
+$279K
4
BA icon
Boeing
BA
+$215K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$209K

Top Sells

1
+$1.35M
2
+$1.15M
3
+$821K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$388K
5
AAPL icon
Apple
AAPL
+$317K

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
– –
-6,219
3 4 5 6
7