All Terrain Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.02M |
| 2 |
AB InBev
BUD
|
+$999K |
| 3 |
Apple
AAPL
|
+$480K |
| 4 |
AT&T
T
|
+$369K |
| 5 |
Roku
ROKU
|
+$347K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$922K |
| 2 |
Associated Banc-Corp
ASB
|
+$793K |
| 3 |
General Mills
GIS
|
+$759K |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$560K |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$537K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 11.78% |
| 2 | Technology | 8.38% |
| 3 | Consumer Discretionary | 8.2% |
| 4 | Consumer Staples | 4.27% |
| 5 | Financials | 3.82% |
Similar funds
All Terrain Financial Advisors's Q1 2019 Portfolio in Review
As of Q1 2019, All Terrain Financial Advisors held 264 positions worth $289M, up 15% from $251M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
All Terrain Financial Advisors deployed $9.14M of net new capital in Q1 2019, opening 64 new positions and adding to 58 existing holdings. Its largest new stake was AB InBev: 12,993 shares worth $1.09M.
By sector, the portfolio is most concentrated in Industrials at 12% of assets, down from 12% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $922K trimmed.
- All Terrain Financial Advisors's largest Q1 2019 buy was AB InBev: 12,993 shares worth $1.09M.
- All Terrain Financial Advisors added most to State Street SPDR S&P 500 ETF Trust in Q1 2019, an estimated $3.02M increase.
- All Terrain Financial Advisors's biggest Q1 2019 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $922K.
- All Terrain Financial Advisors fully exited Associated Banc-Corp in Q1 2019, selling an estimated $793K.
- All Terrain Financial Advisors's ten largest holdings make up 50% of its $289M portfolio in Q1 2019.
- All Terrain Financial Advisors opened 64 new positions and closed 29 in Q1 2019.
- All Terrain Financial Advisors's portfolio value rose 15% quarter-over-quarter to $289M.
Based on All Terrain Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.