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
$222M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$554K
3
+$401K
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$385K
5
CAG icon
Conagra Brands
CAG
+$273K

Top Sells

1
+$514K
2
+$359K
3
+$262K
4
BUD icon
AB InBev
BUD
+$257K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Consumer Discretionary 15.71%
2 Technology 10.88%
3 Consumer Staples 9.43%
4 Financials 4.18%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K 0.15%
2,259
52
$385K 0.15%
+4,198
53
$375K 0.14%
5,006
54
$367K 0.14%
9,855
+13
55
$323K 0.12%
1,000
56
$322K 0.12%
2,803
57
$322K 0.12%
4,917
+9
58
$319K 0.12%
5,300
59
$298K 0.11%
1,674
-64
60
$297K 0.11%
2,480
61
$292K 0.11%
634
62
$264K 0.1%
2,315
+100
63
$260K 0.1%
1,495
64
$252K 0.1%
1,898
+65
65
$245K 0.09%
2,501
66
$221K 0.08%
5,651
67
$219K 0.08%
707
68
$219K 0.08%
2,208
69
$217K 0.08%
+8,318
70
$212K 0.08%
4,483
71
$207K 0.08%
+623
72
$202K 0.08%
+1,600
73
$149K 0.06%
+2,305
74
$104K 0.04%
+3,200
75
$10.7K ﹤0.01%
13,565
1 2
3
4