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
$193M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$2.33M
4
PEP icon
PepsiCo
PEP
+$2.27M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.22M

Top Sells

1
+$6.23M
2
+$4.95M
3
+$3.07M
4
ABBV icon
AbbVie
ABBV
+$2.02M
5
MSFT icon
Microsoft
MSFT
+$1.42M

Sector Composition

1 Technology 12.9%
2 Industrials 10.01%
3 Consumer Discretionary 9.46%
4 Consumer Staples 8.23%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.89%
40,508
-1,451
27
$2.06M 0.83%
23,712
+11,929
28
$2.05M 0.83%
37,949
-1,857
29
$1.63M 0.66%
41,355
-465
30
$1.52M 0.62%
69,154
-7,123
31
$1.36M 0.55%
7,295
-55
32
$1.34M 0.55%
23,555
33
$1.31M 0.53%
110,511
34
$1.26M 0.51%
16,619
35
$1.22M 0.5%
6,034
-11
36
$1.16M 0.47%
8,996
-2,796
37
$1.15M 0.47%
14,567
-700
38
$1.1M 0.45%
14,455
-26,465
39
$1.04M 0.42%
21,769
+13,305
40
$927K 0.38%
17,252
-1,370
41
$759K 0.31%
4,599
-15
42
$747K 0.3%
5,047
+534
43
$720K 0.29%
6,787
+1,050
44
$619K 0.25%
19,990
+883
45
$567K 0.23%
10,872
-1,568
46
$559K 0.23%
13,540
47
$555K 0.23%
3,325
-1,640
48
$551K 0.22%
9,480
-2,120
49
$537K 0.22%
11,114
50
$536K 0.22%
2,149
+6
1
2
3 4 5