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
$206M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$3.03M
3
+$2.53M
4
MMM icon
3M
MMM
+$1.68M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Top Sells

1
+$3.8M
2
+$3.29M
3
+$2.36M
4
CLFD icon
Clearfield
CLFD
+$1.71M
5
PRU icon
Prudential Financial
PRU
+$636K

Sector Composition

1 Consumer Discretionary 13.87%
2 Technology 10.61%
3 Industrials 6.85%
4 Consumer Staples 6.4%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.61%
6,454
-156
27
$1.74M 0.6%
33,565
+374
28
$1.7M 0.58%
16,916
-800
29
$1.51M 0.52%
38,274
+456
30
$1.5M 0.51%
5,914
+65
31
$1.43M 0.49%
13,176
+109
32
$1.34M 0.46%
62,203
+1,079
33
$1.28M 0.44%
41,720
-130
34
$1.21M 0.41%
33,000
+6,000
35
$1.13M 0.39%
22,954
+547
36
$1.02M 0.35%
11,628
-2,199
37
$782K 0.27%
13,540
38
$758K 0.26%
4,452
-94
39
$756K 0.26%
4,002
+7
40
$664K 0.23%
11,114
41
$657K 0.23%
5,648
42
$627K 0.21%
3,540
+293
43
$601K 0.21%
10,108
+200
44
$588K 0.2%
10,915
+210
45
$539K 0.18%
7,360
46
$488K 0.17%
8,094
+1,000
47
$470K 0.16%
5,330
-246
48
$456K 0.16%
22,618
-84,993
49
$394K 0.14%
2,505
50
$350K 0.12%
2,119
-133
1
2
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