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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12M
3
+$8.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.73M
5
AAPL icon
Apple
AAPL
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.84%
2 Technology 10.82%
3 Consumer Discretionary 9.7%
4 Financials 7.45%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.86%
+38,936
27
$1.86M 0.85%
+40,232
28
$1.74M 0.8%
+29,740
29
$1.68M 0.77%
+137,423
30
$1.65M 0.76%
+31,179
31
$1.6M 0.74%
+30,440
32
$1.53M 0.7%
+27,155
33
$1.52M 0.7%
+39,815
34
$1.41M 0.65%
+47,920
35
$1.34M 0.62%
+7,070
36
$1.31M 0.6%
+43,196
37
$1.26M 0.58%
+24,250
38
$1.24M 0.57%
+23,558
39
$1.21M 0.56%
+12,534
40
$1.15M 0.53%
+13,709
41
$1.14M 0.52%
+19,135
42
$1.1M 0.51%
+15,477
43
$1.09M 0.5%
+6,265
44
$1.04M 0.48%
+9,013
45
$1.03M 0.47%
+18,366
46
$1.02M 0.47%
+40,050
47
$988K 0.45%
+17,320
48
$975K 0.45%
+38,573
49
$973K 0.45%
+9,540
50
$810K 0.37%
+20,905
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