ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $310M
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.2M
3
+$396K
4
MMM icon
3M
MMM
+$346K
5
WMT icon
Walmart Inc
WMT
+$256K

Top Sells

1
+$751K
2
+$479K
3
+$422K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$404K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$332K

Sector Composition

1 Consumer Discretionary 13.78%
2 Technology 9.5%
3 Consumer Staples 9.33%
4 Industrials 4.95%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-1,500
77
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78
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-10,023
79
– –
-5,878
80
– –
-707
81
– –
-2,208
82
– –
-3,910
83
– –
-1,091
84
– –
0
1 2 3
4