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
$257M
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$533K
3
+$327K
4
PLTR icon
Palantir
PLTR
+$268K
5
BA icon
Boeing
BA
+$266K

Top Sells

1
+$5.6M
2
+$1.08M
3
+$901K
4
ORCL icon
Oracle
ORCL
+$633K
5
ABT icon
Abbott
ABT
+$328K

Sector Composition

1 Consumer Discretionary 15.62%
2 Technology 12.35%
3 Consumer Staples 7.01%
4 Financials 5.97%
5 Industrials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232K 0.08%
300
77
$224K 0.07%
2,099
-155
78
$220K 0.07%
3,128
-900
79
$211K 0.07%
1,533
-365
80
$210K 0.07%
2,500
81
$202K 0.07%
+4,600
82
$201K 0.07%
2,208
83
$134K 0.04%
+3,600
84
$127K 0.04%
12,850
-5,295
85
– –
-1,000
86
– –
-507
87
– –
0
88
– –
-548
1 2 3
4