ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$567K
3
+$528K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$369K
5
SHOP icon
Shopify
SHOP
+$301K

Top Sells

1
+$4.62M
2
+$3.05M
3
+$2.46M
4
AMZN icon
Amazon
AMZN
+$2.42M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Discretionary 15.93%
2 Technology 9.63%
3 Consumer Staples 7.65%
4 Industrials 5.47%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.86%
6,013
-91
27
$1.87M 0.82%
35,152
-188
28
$1.84M 0.8%
11,221
+248
29
$1.79M 0.78%
37,133
+3,194
30
$1.47M 0.64%
9,092
-2,038
31
$1.31M 0.57%
12,136
+549
32
$1.31M 0.57%
6,142
-31
33
$1.27M 0.55%
17,355
-259
34
$1.1M 0.48%
53,948
+16
35
$1.08M 0.47%
3,952
+405
36
$1M 0.44%
13,540
37
$968K 0.42%
11,114
38
$881K 0.39%
3,969
-423
39
$742K 0.32%
6,279
40
$616K 0.27%
4,620
+2,000
41
$565K 0.25%
4,347
-150
42
$539K 0.24%
9,894
43
$531K 0.23%
9,830
+726
44
$529K 0.23%
3,160
45
$451K 0.2%
12,012
+165
46
$436K 0.19%
4,355
-191
47
$435K 0.19%
8,295
+200
48
$429K 0.19%
8,237
+1
49
$428K 0.19%
7,228
50
$401K 0.18%
5,068
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