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
$195M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.2M
3
+$396K
4
MMM icon
3M
MMM
+$346K
5
WMT icon
Walmart
WMT
+$256K

Top Sells

1
+$751K
2
+$479K
3
+$422K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$404K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$332K

Sector Composition

1 Consumer Discretionary 13.78%
2 Technology 9.5%
3 Consumer Staples 9.33%
4 Industrials 4.95%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.78%
11,966
+4
27
$1.71M 0.73%
12,112
+857
28
$1.59M 0.68%
37,638
-2,564
29
$1.52M 0.65%
40,653
+5,867
30
$1.51M 0.64%
8,486
-247
31
$1.46M 0.62%
69,549
+9,646
32
$1.42M 0.61%
12,642
+1,947
33
$1.34M 0.57%
5,503
-410
34
$1.2M 0.51%
15,054
-1,273
35
$1.2M 0.51%
+12,519
36
$801K 0.34%
13,269
37
$702K 0.3%
10,052
38
$694K 0.3%
2,542
-35
39
$681K 0.29%
3,610
-202
40
$609K 0.26%
5,604
41
$529K 0.23%
4,643
+68
42
$524K 0.22%
10,323
+10
43
$523K 0.22%
6,788
44
$497K 0.21%
7,900
-20
45
$483K 0.21%
4,420
46
$440K 0.19%
5,141
47
$384K 0.16%
12,219
+64
48
$382K 0.16%
9,743
-147
49
$360K 0.15%
8,433
-500
50
$344K 0.15%
4,908
-277
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