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
$232M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.49M
3
+$678K
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$506K
5
AMZN icon
Amazon
AMZN
+$441K

Top Sells

1
+$1.84M
2
+$1.63M
3
+$883K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$520K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$431K

Sector Composition

1 Consumer Discretionary 17.26%
2 Technology 11.69%
3 Consumer Staples 9.35%
4 Financials 5.68%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.18%
10,732
-757
52
$436K 0.17%
13,200
+6,600
53
$434K 0.17%
+15,100
54
$431K 0.17%
+710
55
$418K 0.16%
1,000
56
$397K 0.16%
4,356
-650
57
$381K 0.15%
9,074
-687
58
$378K 0.15%
7,576
59
$374K 0.15%
2,480
60
$366K 0.14%
2,803
61
$344K 0.14%
1,495
62
$335K 0.13%
1,628
-46
63
$325K 0.13%
4,947
+10
64
$324K 0.13%
5,300
65
$304K 0.12%
5,606
-1,182
66
$298K 0.12%
3,242
+1
67
$295K 0.12%
2,500
68
$280K 0.11%
1,898
69
$273K 0.11%
623
70
$270K 0.11%
1,400
+600
71
$268K 0.11%
2,495
-556
72
$268K 0.11%
2,040
+13
73
$262K 0.1%
19,745
74
$256K 0.1%
1,600
75
$255K 0.1%
4,028
1 2
3
4