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
$206M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$3.03M
3 +$2.53M
4
MMM icon
3M
MMM
+$1.68M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Top Sells

1 +$3.8M
2 +$3.29M
3 +$2.36M
4
CLFD icon
Clearfield
CLFD
+$1.71M
5
PRU icon
Prudential Financial
PRU
+$636K

Sector Composition

1 Consumer Discretionary 13.87%
2 Technology 10.61%
3 Industrials 6.85%
4 Consumer Staples 6.4%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.2M 16.85%
146,879
+28,546
2
$21.4M 7.33%
129,000
3
$13.5M 4.62%
89,957
-311
4
$9.31M 3.19%
80,361
-20,371
5
$7.8M 2.67%
58,258
+12,516
6
$7.15M 2.45%
25,759
-938
7
$7.11M 2.43%
33,779
+5,327
8
$5.62M 1.92%
127,411
-838
9
$5.47M 1.87%
85,934
10
$5.38M 1.84%
19,370
+299
11
$5.33M 1.83%
33,860
+1,860
12
$4.96M 1.7%
14,629
+2,900
13
$3.73M 1.28%
31,573
+707
14
$3.46M 1.18%
44,824
-826
15
$3.42M 1.17%
95,509
+84,618
16
$3.07M 1.05%
18,662
+19
17
$2.95M 1.01%
84,825
+72,560
18
$2.91M 1%
62,493
-57
19
$2.77M 0.95%
77,633
-713
20
$2.74M 0.94%
19,739
-151
21
$2.72M 0.93%
86,702
+2,100
22
$2.53M 0.87%
100,503
+2,253
23
$2.13M 0.73%
24,610
+498
24
$2.09M 0.71%
38,478
-392
25
$2M 0.69%
9,416