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
$257M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$533K
3
+$327K
4
PLTR icon
Palantir
PLTR
+$268K
5
BA icon
Boeing
BA
+$266K

Top Sells

1
+$5.6M
2
+$1.08M
3
+$901K
4
ORCL icon
Oracle
ORCL
+$633K
5
ABT icon
Abbott
ABT
+$328K

Sector Composition

1 Consumer Discretionary 15.62%
2 Technology 12.35%
3 Consumer Staples 7.01%
4 Financials 5.97%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.15%
7,576
52
$427K 0.14%
8,834
53
$392K 0.13%
4,311
-10
54
$379K 0.12%
2,803
55
$360K 0.12%
1,495
56
$357K 0.12%
2,072
+9
57
$354K 0.12%
3,200
-60
58
$342K 0.11%
2,052
-3,800
59
$341K 0.11%
2,820
60
$337K 0.11%
4,450
+6
61
$332K 0.11%
623
62
$330K 0.11%
5,300
63
$329K 0.11%
1,600
64
$327K 0.11%
+6,173
65
$317K 0.1%
5,606
66
$315K 0.1%
7,866
-1,236
67
$295K 0.1%
2,604
-2,900
68
$289K 0.09%
2,501
-50
69
$279K 0.09%
400
70
$268K 0.09%
+3,543
71
$266K 0.09%
+1,500
72
$258K 0.08%
643
73
$258K 0.08%
+638
74
$248K 0.08%
2,717
-103
75
$248K 0.08%
+2,335
1 2
3
4