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
-$284K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.36M
3
+$2.01M
4
INTC icon
Intel
INTC
+$954K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$740K

Top Sells

1
+$2.45M
2
+$453K
3
+$317K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$224K
5
BAC icon
Bank of America
BAC
+$202K

Sector Composition

1 Consumer Discretionary 14.66%
2 Technology 11.57%
3 Consumer Staples 6.94%
4 Financials 4.99%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$569K 0.18%
4,786
-93
52
$496K 0.16%
1,913
+1,275
53
$468K 0.15%
7,576
54
$457K 0.14%
+7,006
55
$440K 0.14%
8,835
+1
56
$395K 0.12%
1,495
57
$384K 0.12%
2,480
58
$380K 0.12%
5,300
59
$358K 0.11%
7,881
+15
60
$353K 0.11%
1,600
61
$351K 0.11%
4,456
+6
62
$347K 0.11%
2,787
-16
63
$345K 0.11%
2,601
+100
64
$340K 0.11%
4,086
-225
65
$302K 0.1%
623
66
$292K 0.09%
2,087
+15
67
$290K 0.09%
2,820
68
$287K 0.09%
2,052
69
$256K 0.08%
1,500
70
$249K 0.08%
2,718
+1
71
$248K 0.08%
3,200
72
$248K 0.08%
300
73
$244K 0.08%
1,668
+135
74
$239K 0.08%
1,804
-800
75
$232K 0.07%
643
1 2
3
4