ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.65M
3
+$5.72M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.09M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$956K

Top Sells

1
+$2.56M
2
+$1.95M
3
+$652K
4
AAPL icon
Apple
AAPL
+$520K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$519K

Sector Composition

1 Industrials 12.79%
2 Technology 10.66%
3 Consumer Discretionary 8.88%
4 Consumer Staples 5.34%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$701K 0.24%
+22,587
52
$697K 0.24%
6,054
+8
53
$674K 0.23%
23,243
-1,004
54
$674K 0.23%
15,052
-4,904
55
$654K 0.22%
4,913
-250
56
$644K 0.22%
3,712
+24
57
$643K 0.22%
11,288
+10
58
$628K 0.21%
11,600
-700
59
$598K 0.2%
10,200
-300
60
$596K 0.2%
2,022
61
$594K 0.2%
6,412
-163
62
$557K 0.19%
6,110
63
$522K 0.18%
2,139
+101
64
$519K 0.18%
1,425
+50
65
$502K 0.17%
12,218
-205
66
$457K 0.16%
10,966
+6
67
$456K 0.16%
3,274
-545
68
$455K 0.16%
6,492
69
$452K 0.15%
4,541
-900
70
$434K 0.15%
15,742
-1,520
71
$428K 0.15%
11,100
-500
72
$410K 0.14%
7,248
73
$409K 0.14%
3,316
+55
74
$399K 0.14%
2,670
75
$396K 0.13%
5,038
1 2
3
4 5