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
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.65M
3
+$5.72M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.09M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$956K

Top Sells

1
+$2.56M
2
+$1.95M
3
+$652K
4
AAPL icon
Apple
AAPL
+$520K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$519K

Sector Composition

1 Industrials 12.79%
2 Technology 10.66%
3 Consumer Discretionary 8.88%
4 Consumer Staples 5.34%
5 Financials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.09%
5,741
-131
102
$253K 0.09%
61,600
-22,440
103
$249K 0.08%
+10,420
104
$248K 0.08%
7,174
105
$248K 0.08%
3,887
-79
106
$243K 0.08%
624
+315
107
$240K 0.08%
1,832
+100
108
$239K 0.08%
5,391
-287
109
$238K 0.08%
2,973
110
$238K 0.08%
3,999
111
$238K 0.08%
4,758
-5,000
112
$236K 0.08%
2,700
113
$231K 0.08%
2,087
114
$227K 0.08%
6,219
-257
115
$223K 0.08%
1,595
-3,150
116
$221K 0.08%
2,200
117
$220K 0.07%
3,992
-197
118
$215K 0.07%
3,648
119
$212K 0.07%
2,534
+76
120
$211K 0.07%
6,591
+91
121
$211K 0.07%
4,451
122
$208K 0.07%
1,873
+7
123
$205K 0.07%
1,794
-500
124
$205K 0.07%
13,400
-400
125
$204K 0.07%
4,000
3 4
5
6 7