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
$233M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$336K
2 +$273K
3 +$267K
4
BA icon
Boeing
BA
+$229K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$210K

Top Sells

1 +$1.15M
2 +$1.12M
3 +$831K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$390K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Industrials 12.4%
2 Technology 10.88%
3 Consumer Discretionary 9.41%
4 Consumer Staples 5.31%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$709K 0.24%
11,600
52
$702K 0.24%
25,118
+2,531
53
$690K 0.23%
20,234
+8,016
54
$679K 0.23%
23,243
55
$667K 0.22%
9,440
-390
56
$643K 0.22%
15,647
+4,681
57
$626K 0.21%
4,513
-400
58
$621K 0.21%
11,288
59
$620K 0.21%
13,772
-1,280
60
$605K 0.2%
2,022
61
$589K 0.2%
10,200
62
$578K 0.19%
6,413
+1
63
$545K 0.18%
6,110
64
$476K 0.16%
11,100
65
$465K 0.16%
2,139
66
$457K 0.15%
4,481
-60
67
$449K 0.15%
6,492
68
$440K 0.15%
15,692
-50
69
$424K 0.14%
3,274
70
$422K 0.14%
2,151
+3
71
$406K 0.14%
7,248
72
$404K 0.14%
2,720
+220
73
$404K 0.14%
6,620
74
$397K 0.13%
2,670
75
$393K 0.13%
24,450