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
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12M
3
+$8.21M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.73M
5
AAPL icon
Apple
AAPL
+$7.03M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 17.84%
2 Technology 10.82%
3 Consumer Discretionary 9.7%
4 Financials 7.45%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.11%
+5,201
102
$248K 0.11%
+5,604
103
$247K 0.11%
+3,222
104
$243K 0.11%
+4,994
105
$242K 0.11%
+4,620
106
$241K 0.11%
+2,267
107
$239K 0.11%
+2,986
108
$236K 0.11%
+4,275
109
$233K 0.11%
+2,040
110
$230K 0.11%
+2,843
111
$228K 0.1%
+4,000
112
$226K 0.1%
+2,118
113
$221K 0.1%
+2,200
114
$219K 0.1%
+3,099
115
$216K 0.1%
+4,021
116
$211K 0.1%
+3,129
117
$209K 0.1%
+4,545
118
$206K 0.09%
+9,998
119
$201K 0.09%
+2,464
120
$201K 0.09%
+2,100
121
$200K 0.09%
+2,160
122
$195K 0.09%
+2,118
123
$194K 0.09%
+10,000
124
$182K 0.08%
+1,464
125
$182K 0.08%
+2,700
3 4
5
6 7