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
1
$18.3M 8.41%
+68,599
2
$12M 5.5%
+128,767
3
$8.21M 3.77%
+41,726
4
$7.73M 3.55%
+50,703
5
$7.03M 3.23%
+166,208
6
$5.94M 2.73%
+24,010
7
$5.89M 2.71%
+68,890
8
$5.8M 2.67%
+29,280
9
$5.33M 2.45%
+59,810
10
$5.02M 2.31%
+14,539
11
$4.5M 2.07%
+63,979
12
$4.22M 1.94%
+31,482
13
$3.79M 1.74%
+277,120
14
$3.38M 1.55%
+71,802
15
$3.24M 1.49%
+23,619
16
$3.21M 1.47%
+26,908
17
$3.18M 1.46%
+84,465
18
$3.15M 1.45%
+91,693
19
$3.09M 1.42%
+21,019
20
$3.03M 1.39%
+56,621
21
$2.84M 1.31%
+227,655
22
$2.72M 1.25%
+18,315
23
$2.56M 1.18%
+39,188
24
$2.44M 1.12%
+23,697
25
$2.04M 0.94%
+13,118