ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $321M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$1.82M
3
+$1.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$725K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$572K

Top Sells

1
+$1.84M
2
+$1.63M
3
+$817K
4
PLTR icon
Palantir
PLTR
+$700K
5
USB icon
US Bancorp
USB
+$453K

Sector Composition

1 Technology 13.65%
2 Consumer Discretionary 11.76%
3 Industrials 5.31%
4 Consumer Staples 4.81%
5 Financials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
51
Oracle
ORCL
$615B
$883K 0.28%
6,000
+2,100
VTI icon
52
Vanguard Total Stock Market ETF
VTI
$640B
$866K 0.27%
2,701
-77
XOM icon
53
Exxon Mobil
XOM
$621B
$862K 0.27%
5,081
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.46T
$852K 0.27%
2,962
SLV icon
55
iShares Silver Trust
SLV
$32.9B
$848K 0.26%
12,442
+5,900
IVW icon
56
iShares S&P 500 Growth ETF
IVW
$73.2B
$828K 0.26%
7,318
WFC icon
57
Wells Fargo
WFC
$251B
$751K 0.23%
9,429
-1,213
GS icon
58
Goldman Sachs
GS
$306B
$702K 0.22%
830
-30
AXP icon
59
American Express
AXP
$212B
$683K 0.21%
2,259
EQX icon
60
Equinox Gold
EQX
$8.51B
$648K 0.2%
44,788
-21,798
CSCO icon
61
Cisco
CSCO
$479B
$596K 0.19%
7,676
JPM icon
62
JPMorgan Chase
JPM
$837B
$589K 0.18%
2,002
-552
MELI icon
63
Mercado Libre
MELI
$81.5B
$519K 0.16%
300
+100
ETHA
64
iShares Ethereum Trust ETF
ETHA
$4.68B
$501K 0.16%
+31,648
PLTR icon
65
Palantir
PLTR
$325B
$488K 0.15%
3,337
-4,576
LW icon
66
Lamb Weston
LW
$5.82B
$473K 0.15%
11,200
TRV icon
67
Travelers Companies
TRV
$64.5B
$436K 0.14%
1,495
XLF icon
68
State Street Financial Select Sector SPDR ETF
XLF
$50.5B
$416K 0.13%
8,428
-99
TSM icon
69
TSMC
TSM
$2.15T
$413K 0.13%
+1,221
IJK icon
70
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$411K 0.13%
4,086
ANET icon
71
Arista Networks
ANET
$194B
$393K 0.12%
3,200
IJT icon
72
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.43B
$387K 0.12%
2,677
-78
TTD icon
73
Trade Desk
TTD
$9.38B
$379K 0.12%
16,700
+1,000
HIMS icon
74
Hims & Hers Health
HIMS
$6.06B
$370K 0.12%
+17,800
XLU icon
75
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$361K 0.11%
7,860
+10
1 2
3
4 5