ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $326M
1-Year Est. Return 15.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$582K
3
+$533K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$381K
5
SHOP icon
Shopify
SHOP
+$333K

Top Sells

1
+$4.62M
2
+$3.15M
3
+$2.55M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$2.46M
5
AAPL icon
Apple
AAPL
+$1.69M

Sector Composition

1 Consumer Discretionary 15.93%
2 Technology 9.63%
3 Consumer Staples 7.65%
4 Industrials 5.47%
5 Financials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10K ﹤0.01%
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0
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88
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4