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
$232M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.49M
3
+$678K
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$506K
5
AMZN icon
Amazon
AMZN
+$441K

Top Sells

1
+$1.84M
2
+$1.63M
3
+$883K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$520K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$431K

Sector Composition

1 Consumer Discretionary 17.26%
2 Technology 11.69%
3 Consumer Staples 9.35%
4 Financials 5.68%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.79%
11,077
27
$1.87M 0.74%
15,965
-25
28
$1.84M 0.72%
12,035
-579
29
$1.79M 0.7%
6,304
-3
30
$1.75M 0.69%
21,410
-783
31
$1.66M 0.65%
94,099
-2,999
32
$1.58M 0.62%
9,725
-4
33
$1.51M 0.59%
16,988
-18,353
34
$1.5M 0.59%
9,478
-629
35
$1.49M 0.59%
+6,074
36
$1.45M 0.57%
2,977
-55
37
$1.3M 0.51%
26,364
+303
38
$1.25M 0.49%
2,967
+500
39
$1.17M 0.46%
29,237
-899
40
$787K 0.31%
9,322
-2,186
41
$735K 0.29%
5,852
-2,000
42
$720K 0.28%
2,769
-156
43
$689K 0.27%
4,527
44
$678K 0.27%
+1,699
45
$626K 0.25%
5,504
46
$607K 0.24%
10,468
-1,172
47
$598K 0.23%
5,141
48
$514K 0.2%
2,259
49
$508K 0.2%
2,815
+500
50
$506K 0.2%
+12,400
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