ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.2M
2 +$1.39M
3 +$310K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$305K
5
NFLX icon
Netflix
NFLX
+$265K

Top Sells

1 +$3.82M
2 +$1.01M
3 +$674K
4
BAC icon
Bank of America
BAC
+$546K
5
AAPL icon
Apple
AAPL
+$513K

Sector Composition

1 Technology 11.84%
2 Industrials 11.41%
3 Consumer Discretionary 9.34%
4 Consumer Staples 5.16%
5 Financials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-13,400
152
-4,758