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
$181M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$3.17M
2 +$2.24M
3 +$1.23M
4
ALK icon
Alaska Air
ALK
+$979K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$907K

Top Sells

1 +$6.62M
2 +$6.29M
3 +$5.67M
4
CHRW icon
C.H. Robinson
CHRW
+$3.76M
5
MSFT icon
Microsoft
MSFT
+$3.39M

Sector Composition

1 Technology 13.68%
2 Consumer Discretionary 12.95%
3 Consumer Staples 8.61%
4 Industrials 6.4%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$401K 0.16%
10,891
-2,553
52
$381K 0.16%
12,265
-7,725
53
$314K 0.13%
7,021
-2,850
54
$301K 0.12%
3,160
-103
55
$300K 0.12%
2,505
-1,682
56
$296K 0.12%
2,104
-967
57
$284K 0.12%
5,068
-400
58
$274K 0.11%
3,907
-1,000
59
$267K 0.11%
26,628
-4,300
60
$253K 0.1%
694
61
$247K 0.1%
20,000
62
$214K 0.09%
+1,579
63
$207K 0.08%
+6,535
64
$161K 0.07%
16,920
-64,080
65
$130K 0.05%
3,814
-3,476
66
$56K 0.02%
13,765
67
-7,020
68
-8,020
69
-514
70
-4,599
71
-10,200
72
-2,762
73
-4,591
74
-2,087
75
-23,555