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
$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
XOM icon
51
Exxon Mobil
XOM
$479B
$569K 0.18%
4,786
-93
TSLA icon
52
Tesla
TSLA
$1.46T
$496K 0.16%
1,913
+1,275
CSCO icon
53
Cisco
CSCO
$277B
$468K 0.15%
7,576
PYPL icon
54
PayPal
PYPL
$64.4B
$457K 0.14%
+7,006
XLF icon
55
Financial Select Sector SPDR Fund
XLF
$53.7B
$440K 0.14%
8,835
+1
TRV icon
56
Travelers Companies
TRV
$58.4B
$395K 0.12%
1,495
GOOGL icon
57
Alphabet (Google) Class A
GOOGL
$3.06T
$384K 0.12%
2,480
KO icon
58
Coca-Cola
KO
$295B
$380K 0.12%
5,300
VZ icon
59
Verizon
VZ
$171B
$358K 0.11%
7,881
+15
FI icon
60
Fiserv
FI
$66.1B
$353K 0.11%
1,600
XLU icon
61
Utilities Select Sector SPDR Fund
XLU
$22.5B
$351K 0.11%
4,456
+6
IJT icon
62
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$347K 0.11%
2,787
-16
RTX icon
63
RTX Corp
RTX
$211B
$345K 0.11%
2,601
+100
IJK icon
64
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
$340K 0.11%
4,086
-225
AMP icon
65
Ameriprise Financial
AMP
$44.3B
$302K 0.1%
623
BX icon
66
Blackstone
BX
$122B
$292K 0.09%
2,087
+15
AMD icon
67
Advanced Micro Devices
AMD
$378B
$290K 0.09%
2,820
ORCL icon
68
Oracle
ORCL
$830B
$287K 0.09%
2,052
BA icon
69
Boeing
BA
$161B
$256K 0.08%
1,500
BIL icon
70
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$249K 0.08%
2,718
+1
ANET icon
71
Arista Networks
ANET
$180B
$248K 0.08%
3,200
LLY icon
72
Eli Lilly
LLY
$720B
$248K 0.08%
300
XLV icon
73
Health Care Select Sector SPDR Fund
XLV
$35.3B
$244K 0.08%
1,668
+135
ABT icon
74
Abbott
ABT
$224B
$239K 0.08%
1,804
-800
IWF icon
75
iShares Russell 1000 Growth ETF
IWF
$122B
$232K 0.07%
643
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