ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.28M
3
+$1.45M
4
CVX icon
Chevron
CVX
+$1.44M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

1
+$1.56M
2
+$747K
3
+$697K
4
T icon
AT&T
T
+$597K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

1 Consumer Discretionary 13.58%
2 Technology 12.57%
3 Consumer Staples 5.94%
4 Financials 4.55%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWK icon
26
Stanley Black & Decker
SWK
$11.8B
$2.31M 0.74%
+31,079
ABBV icon
27
AbbVie
ABBV
$407B
$2.21M 0.71%
9,550
MDY icon
28
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.3B
$2.19M 0.71%
3,680
-18
T icon
29
AT&T
T
$200B
$2.15M 0.69%
76,289
-21,011
TOTL icon
30
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.17B
$2.15M 0.69%
52,963
-271
D icon
31
Dominion Energy
D
$55.6B
$2.11M 0.68%
34,421
+3,774
META icon
32
Meta Platforms (Facebook)
META
$1.63T
$2.08M 0.67%
2,833
UNH icon
33
UnitedHealth
UNH
$260B
$2.01M 0.65%
5,825
+1,405
MMM icon
34
3M
MMM
$80.8B
$2M 0.64%
12,857
-386
PRU icon
35
Prudential Financial
PRU
$33.8B
$1.98M 0.64%
19,085
+1,837
IBIT icon
36
iShares Bitcoin Trust
IBIT
$51.8B
$1.89M 0.61%
29,083
+6,610
TSLA icon
37
Tesla
TSLA
$1.49T
$1.83M 0.59%
4,113
+2,100
CLX icon
38
Clorox
CLX
$13.9B
$1.69M 0.55%
13,708
+1,966
JNJ icon
39
Johnson & Johnson
JNJ
$579B
$1.64M 0.53%
8,844
-356
JPM icon
40
JPMorgan Chase
JPM
$781B
$1.59M 0.51%
5,030
-506
AMGN icon
41
Amgen
AMGN
$199B
$1.58M 0.51%
5,591
-1,411
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.52M 0.49%
3,021
+48
CVX icon
43
Chevron
CVX
$376B
$1.44M 0.46%
+9,276
UNP icon
44
Union Pacific
UNP
$151B
$1.43M 0.46%
6,039
-20
PG icon
45
Procter & Gamble
PG
$357B
$1.43M 0.46%
9,279
-324
PLTR icon
46
Palantir
PLTR
$376B
$1.41M 0.45%
7,733
+320
RTX icon
47
RTX Corp
RTX
$282B
$1M 0.32%
6,001
+3,500
EQX icon
48
Equinox Gold
EQX
$13.1B
$971K 0.31%
86,586
VTI icon
49
Vanguard Total Stock Market ETF
VTI
$570B
$916K 0.3%
2,792
WFC icon
50
Wells Fargo
WFC
$248B
$911K 0.29%
10,871
-595
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