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
$197M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.01M
3
+$825K
4
ISRG icon
Intuitive Surgical
ISRG
+$619K
5
MMM icon
3M
MMM
+$400K

Top Sells

1
+$647K
2
+$447K
3
+$276K
4
FAST icon
Fastenal
FAST
+$266K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$247K

Sector Composition

1 Industrials 16.99%
2 Technology 11.13%
3 Consumer Discretionary 9.73%
4 Financials 7.35%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.97%
18,197
-5,500
27
$2.08M 0.94%
39,899
-333
28
$1.73M 0.79%
134,423
-3,000
29
$1.71M 0.78%
39,863
+48
30
$1.67M 0.76%
37,296
-1,640
31
$1.58M 0.72%
30,440
32
$1.52M 0.69%
26,155
-1,000
33
$1.31M 0.6%
48,691
+771
34
$1.28M 0.58%
7,211
+141
35
$1.24M 0.56%
23,850
-400
36
$1.22M 0.56%
23,558
37
$1.22M 0.55%
25,404
-5,775
38
$1.2M 0.55%
12,691
+157
39
$1.1M 0.5%
17,696
+2,219
40
$1.09M 0.5%
6,420
+155
41
$1.08M 0.49%
14,471
+762
42
$1.07M 0.49%
35,456
-7,740
43
$1.01M 0.46%
16,870
-450
44
$996K 0.45%
18,166
-200
45
$995K 0.45%
40,050
46
$995K 0.45%
39,375
+802
47
$976K 0.44%
9,426
+413
48
$933K 0.42%
2,845
+136
49
$894K 0.41%
8,849
-691
50
$860K 0.39%
16,490
-1,400
1
2
3 4 5