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
$211M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.09M
3
+$538K
4
ROKU icon
Roku
ROKU
+$418K
5
T icon
AT&T
T
+$380K

Top Sells

1
+$950K
2
+$793K
3
+$759K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$561K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$557K

Sector Composition

1 Industrials 16.13%
2 Technology 11.46%
3 Consumer Discretionary 11.22%
4 Consumer Staples 5.84%
5 Financials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.15%
4,160
-50
77
$418K 0.14%
+6,480
78
$404K 0.14%
6,492
-100
79
$397K 0.14%
7,248
80
$396K 0.14%
2,500
81
$383K 0.13%
3,780
+61
82
$377K 0.13%
84,040
+40
83
$368K 0.13%
13,015
-1,480
84
$366K 0.13%
2,670
85
$358K 0.12%
7,189
-664
86
$356K 0.12%
3,261
87
$342K 0.12%
5,127
-100
88
$340K 0.12%
6,544
+7
89
$326K 0.11%
2,131
-530
90
$305K 0.11%
8,060
-555
91
$304K 0.11%
6,287
+375
92
$301K 0.1%
1
93
$298K 0.1%
6,164
+1,067
94
$295K 0.1%
19,499
+500
95
$281K 0.1%
6,610
-3,029
96
$280K 0.1%
5,872
+500
97
$277K 0.1%
3,186
-550
98
$276K 0.1%
2,445
99
$271K 0.09%
2,087
100
$271K 0.09%
760
2 3
4
5 6