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
$193M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$2.33M
4
PEP icon
PepsiCo
PEP
+$2.27M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.22M

Top Sells

1
+$6.23M
2
+$4.95M
3
+$3.07M
4
ABBV icon
AbbVie
ABBV
+$2.02M
5
MSFT icon
Microsoft
MSFT
+$1.42M

Sector Composition

1 Technology 12.9%
2 Industrials 10.01%
3 Consumer Discretionary 9.46%
4 Consumer Staples 8.23%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.11%
1,625
-2,787
77
$249K 0.1%
2,762
+33
78
$247K 0.1%
3,300
79
$246K 0.1%
6,483
-300
80
$244K 0.1%
5,468
-80
81
$241K 0.1%
3,999
82
$239K 0.1%
2,475
+245
83
$236K 0.1%
5,600
-300
84
$235K 0.1%
+694
85
$231K 0.09%
8,020
-40
86
$230K 0.09%
2,596
-1,730
87
$223K 0.09%
7,781
+1,494
88
$221K 0.09%
2,446
+2
89
$216K 0.09%
2,760
90
$213K 0.09%
2,895
91
$211K 0.09%
3,208
+923
92
$207K 0.08%
2,811
-1,187
93
$204K 0.08%
2,231
+2
94
$203K 0.08%
4,591
-800
95
$201K 0.08%
4,000
96
$201K 0.08%
3,800
-1,900
97
$198K 0.08%
1,500
+1,000
98
$191K 0.08%
+1,233
99
$180K 0.07%
+20,000
100
$152K 0.06%
782
+36
2 3
4
5 6