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
$233M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$273K
3
+$267K
4
BA icon
Boeing
BA
+$229K
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$210K

Top Sells

1
+$1.15M
2
+$1.12M
3
+$831K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$390K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Industrials 12.4%
2 Technology 10.88%
3 Consumer Discretionary 9.41%
4 Consumer Staples 5.31%
5 Financials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.09%
10,720
+300
102
$260K 0.09%
3,999
103
$249K 0.08%
2,000
104
$248K 0.08%
2,394
+600
105
$239K 0.08%
2,973
106
$239K 0.08%
2,700
107
$238K 0.08%
4,693
-1,048
108
$235K 0.08%
6,592
+1
109
$234K 0.08%
1,579
110
$233K 0.08%
4,081
-1,046
111
$233K 0.08%
2,087
112
$230K 0.08%
3,887
113
$224K 0.08%
2,534
114
$222K 0.07%
4,758
115
$219K 0.07%
2,200
116
$217K 0.07%
1,582
-250
117
$210K 0.07%
+2,288
118
$210K 0.07%
1,880
+7
119
$208K 0.07%
3,648
120
$208K 0.07%
+1,000
121
$205K 0.07%
4,000
122
$202K 0.07%
1,617
123
$202K 0.07%
+1,888
124
$196K 0.07%
3,680
-80
125
$172K 0.06%
4,528
-385
3 4
5
6 7