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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12M
3
+$8.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.73M
5
AAPL icon
Apple
AAPL
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.84%
2 Technology 10.82%
3 Consumer Discretionary 9.7%
4 Financials 7.45%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.37%
+2,709
52
$793K 0.36%
+9,463
53
$761K 0.35%
+19,924
54
$736K 0.34%
+17,890
55
$736K 0.34%
+3,000
56
$714K 0.33%
+31,825
57
$703K 0.32%
+23,808
58
$694K 0.32%
+5,613
59
$681K 0.31%
+6,912
60
$664K 0.31%
+8,031
61
$650K 0.3%
+5,944
62
$624K 0.29%
+22,351
63
$613K 0.28%
+12,956
64
$561K 0.26%
+2,542
65
$528K 0.24%
+3,572
66
$508K 0.23%
+4,264
67
$503K 0.23%
+6,960
68
$501K 0.23%
+5,894
69
$489K 0.22%
+7,978
70
$480K 0.22%
+7,919
71
$474K 0.22%
+10,561
72
$454K 0.21%
+1,687
73
$447K 0.21%
+4,228
74
$429K 0.2%
+11,300
75
$420K 0.19%
+7,784
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3
4 5