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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12M
3
+$8.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.73M
5
AAPL icon
Apple
AAPL
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.84%
2 Technology 10.82%
3 Consumer Discretionary 9.7%
4 Financials 7.45%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.18%
+4,784
77
$389K 0.18%
+6,850
78
$383K 0.18%
+8,335
79
$375K 0.17%
+5,235
80
$368K 0.17%
+2,631
81
$365K 0.17%
+2,688
82
$341K 0.16%
+5,400
83
$341K 0.16%
+10,368
84
$340K 0.16%
+20,000
85
$334K 0.15%
+4,030
86
$325K 0.15%
+2,846
87
$314K 0.14%
+3,160
88
$299K 0.14%
+8,500
89
$298K 0.14%
+1
90
$297K 0.14%
+2,763
91
$294K 0.14%
+60,800
92
$287K 0.13%
+5,227
93
$280K 0.13%
+1,910
94
$275K 0.13%
+3,699
95
$275K 0.13%
+2,295
96
$262K 0.12%
+12,615
97
$260K 0.12%
+4,290
98
$259K 0.12%
+9,393
99
$256K 0.12%
+2,500
100
$255K 0.12%
+4,991
2 3
4
5 6