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
$197M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.31M
3
+$941K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$615K
5
BUD icon
AB InBev
BUD
+$231K

Top Sells

1
+$1.71M
2
+$1.43M
3
+$1.07M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$874K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$822K

Sector Composition

1 Consumer Discretionary 15.04%
2 Consumer Staples 10.64%
3 Technology 9.01%
4 Healthcare 4.87%
5 Financials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.8%
11,177
-275
27
$1.78M 0.78%
21,893
-7,800
28
$1.72M 0.76%
12,292
+193
29
$1.53M 0.68%
8,686
+133
30
$1.47M 0.65%
5,602
+78
31
$1.38M 0.61%
75,074
+4,097
32
$1.31M 0.58%
+8,624
33
$1.28M 0.56%
12,856
+238
34
$1.1M 0.49%
27,537
-7,919
35
$1.09M 0.48%
41,122
-588
36
$961K 0.42%
15,678
+595
37
$941K 0.41%
+24,131
38
$822K 0.36%
10,052
39
$815K 0.36%
2,637
-5
40
$764K 0.34%
13,054
-1
41
$691K 0.3%
3,615
+4
42
$615K 0.27%
5,604
43
$615K 0.27%
+14,652
44
$567K 0.25%
5,141
45
$488K 0.22%
6,788
46
$468K 0.21%
4,393
-250
47
$437K 0.19%
10,592
-606
48
$418K 0.18%
12,221
+1
49
$402K 0.18%
8,433
50
$379K 0.17%
4,277
+7
1
2
3 4