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
$217M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$567K
3
+$528K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$369K
5
SHOP icon
Shopify
SHOP
+$301K

Top Sells

1
+$4.62M
2
+$3.05M
3
+$2.46M
4
AMZN icon
Amazon
AMZN
+$2.42M
5
AAPL icon
Apple
AAPL
+$1.62M

Sector Composition

1 Consumer Discretionary 15.93%
2 Technology 9.63%
3 Consumer Staples 7.65%
4 Industrials 5.47%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.17%
1,000
52
$358K 0.16%
7,718
+2,168
53
$338K 0.15%
5,741
+400
54
$330K 0.14%
5,168
+1,372
55
$301K 0.13%
+2,220
56
$297K 0.13%
2,220
57
$282K 0.12%
10,282
+1
58
$282K 0.12%
3,445
+60
59
$281K 0.12%
1,713
60
$271K 0.12%
+1,811
61
$269K 0.12%
2,114
62
$257K 0.11%
821
63
$255K 0.11%
1,116
64
$245K 0.11%
7,175
-598
65
$244K 0.11%
2,208
66
$239K 0.1%
694
67
$229K 0.1%
4,065
-300
68
$227K 0.1%
1,495
69
$216K 0.09%
+933
70
$215K 0.09%
2,501
71
$214K 0.09%
975
+50
72
$208K 0.09%
4,900
73
$207K 0.09%
2,185
-1,503
74
$200K 0.09%
1,100
75
$42K 0.02%
13,765
1 2
3
4