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
$221M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$570K
3
+$526K
4
F icon
Ford
F
+$368K
5
META icon
Meta Platforms (Facebook)
META
+$355K

Top Sells

1
+$272K
2
+$261K
3
+$218K
4
BAC icon
Bank of America
BAC
+$205K
5
MSFT icon
Microsoft
MSFT
+$150K

Sector Composition

1 Consumer Discretionary 14.88%
2 Technology 10.35%
3 Consumer Staples 8.02%
4 Industrials 4.68%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.78%
11,962
-180
27
$1.8M 0.73%
40,202
-617
28
$1.72M 0.7%
34,786
-196
29
$1.56M 0.63%
+11,255
30
$1.55M 0.62%
8,733
-252
31
$1.46M 0.59%
10,695
-301
32
$1.43M 0.58%
5,913
-225
33
$1.39M 0.56%
16,327
-944
34
$1.07M 0.43%
59,903
+3,844
35
$1.01M 0.41%
13,269
-271
36
$909K 0.37%
2,577
+25
37
$868K 0.35%
3,812
-49
38
$832K 0.34%
10,052
39
$663K 0.27%
5,604
40
$633K 0.26%
8,284
+495
41
$617K 0.25%
4,420
-200
42
$570K 0.23%
+4,575
43
$525K 0.21%
10,313
+9
44
$498K 0.2%
8,933
45
$496K 0.2%
6,788
46
$491K 0.2%
7,920
47
$479K 0.19%
9,890
48
$466K 0.19%
12,155
+86
49
$425K 0.17%
5,141
-200
50
$422K 0.17%
2,259
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2
3 4