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
$217M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$567K
3
+$528K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$369K
5
SHOP icon
Shopify
SHOP
+$301K

Top Sells

1
+$4.62M
2
+$3.05M
3
+$2.46M
4
AMZN icon
Amazon
AMZN
+$2.42M
5
AAPL icon
Apple
AAPL
+$1.62M

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
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0
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0
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4