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
$235M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.21M
3
+$513K
4
CLFD icon
Clearfield
CLFD
+$305K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$303K

Top Sells

1
+$2.66M
2
+$2.2M
3
+$619K
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$436K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$419K

Sector Composition

1 Consumer Discretionary 17.04%
2 Technology 10.42%
3 Consumer Staples 7.34%
4 Industrials 4.93%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
1,500
77
– –
-975
78
– –
-4,355
79
– –
0
80
– –
-2,185
81
– –
-821
82
– –
0
1 2 3
4