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
$207M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.24M
3
+$859K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$616K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$537K

Top Sells

1
+$1.12M
2
+$941K
3
+$615K
4
AAPL icon
Apple
AAPL
+$369K
5
WMT icon
Walmart
WMT
+$281K

Sector Composition

1 Consumer Discretionary 14.75%
2 Technology 10.39%
3 Consumer Staples 9.83%
4 Healthcare 4.19%
5 Financials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.79%
14,733
-878
27
$1.83M 0.75%
11,538
-754
28
$1.78M 0.73%
11,177
29
$1.7M 0.7%
52,125
+11,003
30
$1.41M 0.58%
9,098
+412
31
$1.4M 0.58%
34,202
+6,665
32
$1.4M 0.58%
72,846
-2,228
33
$1.36M 0.56%
5,646
+44
34
$1.33M 0.55%
8,935
+311
35
$1.1M 0.45%
19,619
+3,941
36
$1.06M 0.44%
12,803
-53
37
$934K 0.38%
10,052
38
$814K 0.33%
2,637
39
$809K 0.33%
12,657
-397
40
$738K 0.3%
3,615
41
$645K 0.26%
3,042
42
$567K 0.23%
5,604
43
$564K 0.23%
5,141
44
$479K 0.2%
4,602
+325
45
$470K 0.19%
6,788
46
$441K 0.18%
8,433
47
$434K 0.18%
3,936
-457
48
$388K 0.16%
10,367
-225
49
$384K 0.16%
11,947
-274
50
$383K 0.16%
9,842
+1,896
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