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
$197M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.01M
3
+$825K
4
ISRG icon
Intuitive Surgical
ISRG
+$619K
5
MMM icon
3M
MMM
+$400K

Top Sells

1
+$647K
2
+$447K
3
+$276K
4
FAST icon
Fastenal
FAST
+$266K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$247K

Sector Composition

1 Industrials 16.99%
2 Technology 11.13%
3 Consumer Discretionary 9.73%
4 Financials 7.35%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.19%
3,838
+1,720
77
$407K 0.19%
9,198
-1,363
78
$406K 0.18%
10,820
-480
79
$403K 0.18%
69,600
+8,800
80
$402K 0.18%
3,300
+2,300
81
$395K 0.18%
3,400
+900
82
$392K 0.18%
+4,507
83
$387K 0.18%
6,850
84
$379K 0.17%
2,957
+326
85
$374K 0.17%
+6,534
86
$373K 0.17%
2,688
87
$367K 0.17%
1,383
-304
88
$354K 0.16%
6,212
+1,922
89
$345K 0.16%
5,348
+564
90
$342K 0.16%
6,620
+2,000
91
$340K 0.15%
5,400
92
$337K 0.15%
6,432
-1,487
93
$331K 0.15%
9,400
+900
94
$326K 0.15%
6,941
-1,394
95
$313K 0.14%
20,000
96
$310K 0.14%
2,746
-100
97
$304K 0.14%
3,260
+100
98
$299K 0.14%
1
99
$286K 0.13%
4,827
-400
100
$281K 0.13%
9,468
-900
2 3
4
5 6