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
$310M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.31M
3
+$1.71M
4
CVX icon
Chevron
CVX
+$1.44M
5
CAG icon
Conagra Brands
CAG
+$1.38M

Top Sells

1
+$1.58M
2
+$842K
3
+$708K
4
T icon
AT&T
T
+$593K
5
AMGN icon
Amgen
AMGN
+$398K

Sector Composition

1 Consumer Discretionary 13.58%
2 Technology 12.57%
3 Consumer Staples 5.94%
4 Financials 4.55%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWK icon
26
Stanley Black & Decker
SWK
$11.3B
$2.31M 0.58%
+31,079
ABBV icon
27
AbbVie
ABBV
$400B
$2.21M 0.55%
9,550
MDY icon
28
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$2.19M 0.55%
3,680
-18
T icon
29
AT&T
T
$180B
$2.15M 0.54%
76,289
-21,011
TOTL icon
30
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.01B
$2.15M 0.54%
52,963
-271
D icon
31
Dominion Energy
D
$50.5B
$2.11M 0.53%
34,421
+3,774
META icon
32
Meta Platforms (Facebook)
META
$1.69T
$2.08M 0.52%
2,833
UNH icon
33
UnitedHealth
UNH
$300B
$2.01M 0.5%
5,825
+1,405
MMM icon
34
3M
MMM
$89.2B
$2M 0.5%
12,857
-386
PRU icon
35
Prudential Financial
PRU
$39.1B
$1.98M 0.5%
19,085
+1,837
IBIT icon
36
iShares Bitcoin Trust
IBIT
$69.7B
$1.89M 0.47%
29,083
+6,610
TSLA icon
37
Tesla
TSLA
$1.51T
$1.83M 0.46%
4,113
+2,100
CLX icon
38
Clorox
CLX
$12.8B
$1.69M 0.42%
13,708
+1,966
JNJ icon
39
Johnson & Johnson
JNJ
$488B
$1.64M 0.41%
8,844
-356
JPM icon
40
JPMorgan Chase
JPM
$859B
$1.59M 0.4%
5,030
-506
AMGN icon
41
Amgen
AMGN
$178B
$1.58M 0.39%
5,591
-1,411
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.52M 0.38%
3,021
+48
CVX icon
43
Chevron
CVX
$303B
$1.44M 0.36%
+9,276
UNP icon
44
Union Pacific
UNP
$140B
$1.43M 0.36%
6,039
-20
PG icon
45
Procter & Gamble
PG
$336B
$1.43M 0.36%
9,279
-324
PLTR icon
46
Palantir
PLTR
$434B
$1.41M 0.35%
7,733
+320
RTX icon
47
RTX Corp
RTX
$229B
$1M 0.25%
6,001
+3,500
EQX icon
48
Equinox Gold
EQX
$10.9B
$971K 0.24%
86,586
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$567B
$916K 0.23%
2,792
WFC icon
50
Wells Fargo
WFC
$283B
$911K 0.23%
10,871
-595
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