ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$736K
3
+$504K
4
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$458K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$434K

Top Sells

1
+$506K
2
+$436K
3
+$352K
4
MMM icon
3M
MMM
+$295K
5
SBUX icon
Starbucks
SBUX
+$202K

Sector Composition

1 Consumer Discretionary 14.93%
2 Technology 12.8%
3 Consumer Staples 9.43%
4 Financials 5.37%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.18%
2,815
52
$452K 0.18%
1,000
53
$452K 0.18%
2,480
54
$384K 0.15%
4,356
55
$375K 0.15%
9,088
+14
56
$363K 0.14%
8,833
-1,899
57
$360K 0.14%
2,803
58
$360K 0.14%
7,576
59
$350K 0.14%
1,628
60
$337K 0.13%
5,300
61
$334K 0.13%
4,907
-40
62
$329K 0.13%
2,500
63
$304K 0.12%
1,495
64
$298K 0.12%
3,243
+1
65
$280K 0.11%
3,200
66
$277K 0.11%
1,898
67
$272K 0.11%
+300
68
$266K 0.11%
623
69
$260K 0.1%
2,439
-56
70
$256K 0.1%
4,028
71
$254K 0.1%
2,051
+11
72
$251K 0.1%
2,501
73
$238K 0.09%
1,600
74
$237K 0.09%
1,300
-100
75
$236K 0.09%
1,000
1 2
3
4