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
$261M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.49M
3
+$1.05M
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$965K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$729K

Top Sells

1
+$779K
2
+$542K
3
+$267K
4
BA icon
Boeing
BA
+$237K
5
USO icon
United States Oil Fund
USO
+$211K

Sector Composition

1 Consumer Discretionary 16.14%
2 Technology 11.85%
3 Consumer Staples 9.32%
4 Financials 5.28%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.79%
3,765
27
$2.07M 0.76%
94,042
-1,403
28
$2.06M 0.75%
6,381
-16
29
$1.99M 0.73%
12,231
-11
30
$1.96M 0.72%
16,152
+16
31
$1.93M 0.71%
46,522
+11,489
32
$1.91M 0.7%
13,971
-130
33
$1.71M 0.63%
9,846
-14
34
$1.68M 0.61%
2,927
35
$1.55M 0.57%
26,849
-68
36
$1.52M 0.56%
9,369
-306
37
$1.5M 0.55%
6,074
38
$1.34M 0.49%
2,914
-53
39
$1.31M 0.48%
55,990
+5,361
40
$997K 0.37%
5,852
41
$835K 0.31%
1,699
42
$789K 0.29%
2,787
+18
43
$782K 0.29%
8,164
-1,154
44
$733K 0.27%
4,386
-143
45
$628K 0.23%
5,504
46
$613K 0.22%
2,259
47
$607K 0.22%
5,180
48
$588K 0.22%
10,403
-900
49
$506K 0.19%
713
+3
50
$495K 0.18%
1,000
1
2
3 4