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
$233M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$273K
3
+$267K
4
BA icon
Boeing
BA
+$229K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$210K

Top Sells

1
+$1.15M
2
+$1.12M
3
+$831K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$390K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Industrials 12.4%
2 Technology 10.88%
3 Consumer Discretionary 9.41%
4 Consumer Staples 5.31%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.79%
15,579
-497
27
$2.34M 0.78%
76,165
28
$2.34M 0.78%
45,258
+1,013
29
$1.99M 0.67%
69,417
+1,631
30
$1.91M 0.64%
12,633
+7
31
$1.87M 0.63%
37,784
+116
32
$1.72M 0.58%
7,426
+206
33
$1.71M 0.57%
23,555
34
$1.7M 0.57%
16,619
35
$1.33M 0.44%
7,435
+200
36
$1.31M 0.44%
110,511
37
$1.28M 0.43%
15,267
-700
38
$1.18M 0.4%
6,098
-396
39
$1.12M 0.38%
12,432
+1,916
40
$1.12M 0.37%
9,874
-716
41
$1.1M 0.37%
18,287
+36
42
$1.01M 0.34%
37,350
43
$1M 0.34%
11,823
-83
44
$999K 0.34%
17,335
-1,000
45
$831K 0.28%
66,592
+5
46
$830K 0.28%
4,614
47
$797K 0.27%
5,734
48
$771K 0.26%
2,026
+601
49
$724K 0.24%
6,054
50
$720K 0.24%
4,170
+458
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