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
$257M
AUM Growth
-$284K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.36M
3
+$2.01M
4
INTC icon
Intel
INTC
+$954K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$740K

Top Sells

1
+$2.45M
2
+$453K
3
+$317K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$224K
5
BAC icon
Bank of America
BAC
+$202K

Sector Composition

1 Consumer Discretionary 14.66%
2 Technology 11.57%
3 Consumer Staples 6.94%
4 Financials 4.99%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.64%
50,648
+3,477
27
$2M 0.63%
9,550
-27
28
$2M 0.63%
13,609
+41
29
$1.98M 0.62%
3,709
30
$1.92M 0.61%
17,235
+799
31
$1.73M 0.54%
11,736
-465
32
$1.72M 0.54%
30,660
+3,028
33
$1.67M 0.53%
2,896
-31
34
$1.64M 0.52%
9,599
-569
35
$1.58M 0.5%
2,974
+60
36
$1.52M 0.48%
9,195
-531
37
$1.43M 0.45%
6,074
38
$1.36M 0.43%
5,525
-9,997
39
$1.23M 0.39%
7,855
+3,468
40
$1.03M 0.32%
21,973
+15,800
41
$841K 0.27%
1,699
42
$767K 0.24%
2,792
+134
43
$765K 0.24%
1,400
+100
44
$718K 0.23%
10,003
45
$679K 0.21%
7,318
46
$651K 0.21%
6,980
47
$651K 0.21%
7,412
+42
48
$609K 0.19%
7,213
+3,670
49
$608K 0.19%
2,259
50
$572K 0.18%
1,986
1
2
3 4