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
$197M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.01M
3
+$825K
4
ISRG icon
Intuitive Surgical
ISRG
+$619K
5
MMM icon
3M
MMM
+$400K

Top Sells

1
+$647K
2
+$447K
3
+$276K
4
FAST icon
Fastenal
FAST
+$266K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$247K

Sector Composition

1 Industrials 16.99%
2 Technology 11.13%
3 Consumer Discretionary 9.73%
4 Financials 7.35%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$833K 0.38%
18,494
-641
52
$771K 0.35%
27,976
+5,625
53
$759K 0.35%
23,005
+2,100
54
$743K 0.34%
19,168
-756
55
$730K 0.33%
8,739
-724
56
$727K 0.33%
3,002
+2
57
$699K 0.32%
30,545
-1,280
58
$687K 0.31%
5,463
-150
59
$675K 0.31%
22,508
-1,300
60
$670K 0.3%
8,236
+205
61
$650K 0.3%
6,837
-75
62
$619K 0.28%
+4,500
63
$593K 0.27%
12,956
64
$591K 0.27%
9,978
+4,987
65
$578K 0.26%
5,388
-556
66
$551K 0.25%
8,177
+1,217
67
$515K 0.23%
4,711
+2,671
68
$510K 0.23%
4,281
+17
69
$503K 0.23%
2,352
-190
70
$500K 0.23%
3,400
-172
71
$497K 0.23%
5,722
-172
72
$470K 0.21%
6,235
+1,000
73
$441K 0.2%
6,978
-1,000
74
$440K 0.2%
4,428
+200
75
$425K 0.19%
7,784
1 2
3
4 5