ATFA
All Terrain Financial Advisors Portfolio holdings
AUM
$276M
1-Year Est. Return
11.14%
1 Year Est. Return
+11.14%
AUM
$257M
AUM Growth
-$284K
(-0.11%)
Holding
86
Top Buys
| 1 | +$3.22M | |
| 2 | +$2.36M | |
| 3 | +$2.01M | |
| 4 |
Intel
INTC
|
+$954K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$740K |
Top Sells
| 1 | +$2.45M | |
| 2 | +$453K | |
| 3 | +$317K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$224K |
| 5 |
Bank of America
BAC
|
+$202K |
Sector Composition
| 1 | Consumer Discretionary | 14.66% |
| 2 | Technology | 11.57% |
| 3 | Consumer Staples | 6.94% |
| 4 | Financials | 4.99% |
| 5 | Industrials | 3.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
HubSpot
HUBS
$23B
| $229K | 0.07% |
400
|
|
||
77
Citigroup
C
$174B
| $222K | 0.07% |
3,128
|
|
||
78
Shopify
SHOP
$205B
| $220K | 0.07% |
2,305
-30
|
|
||
79
Micron Technology
MU
$227B
| $217K | 0.07% |
2,500
|
|
||
80
Starbucks
SBUX
$97B
| $217K | 0.07% |
2,208
|
|
||
81
Robinhood
HOOD
$115B
| $150K | 0.05% |
3,600
|
|
||
82
Ford
F
$47.4B
| $144K | 0.05% |
14,350
+1,500
|
|
||
83
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-5,606
|
|
||
84
iShares S&P 100 ETF
OEF
$26.9B
| – | – |
0
|
|
||
|
85
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-2,099
|
|
||
|
86
Bank of America
BAC
$376B
| – | – |
-4,600
|
|