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
$211M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.09M
3
+$538K
4
ROKU icon
Roku
ROKU
+$418K
5
T icon
AT&T
T
+$380K

Top Sells

1
+$950K
2
+$793K
3
+$759K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$561K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$557K

Sector Composition

1 Industrials 16.13%
2 Technology 11.46%
3 Consumer Discretionary 11.22%
4 Consumer Staples 5.84%
5 Financials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.25%
12,300
+460
52
$669K 0.23%
24,247
-4,557
53
$663K 0.23%
6,046
-435
54
$630K 0.22%
5,163
-300
55
$610K 0.21%
10,500
56
$606K 0.21%
11,278
+26
57
$603K 0.21%
6,575
-1,076
58
$576K 0.2%
3,688
+50
59
$575K 0.2%
2,022
-700
60
$545K 0.19%
6,110
61
$534K 0.18%
5,441
-411
62
$534K 0.18%
3,819
+1,001
63
$527K 0.18%
4,745
+1,258
64
$524K 0.18%
1,375
-1,310
65
$519K 0.18%
2,000
-2
66
$518K 0.18%
2,845
+808
67
$504K 0.17%
2,038
-56
68
$501K 0.17%
12,423
-312
69
$488K 0.17%
9,758
-70
70
$479K 0.17%
11,600
-2,900
71
$468K 0.16%
25,065
72
$448K 0.16%
10,960
-2,966
73
$445K 0.15%
5,038
+875
74
$444K 0.15%
17,262
-4,719
75
$439K 0.15%
6,752
+1,311
1 2
3
4 5