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
$209M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$4.23M
2 +$3.05M
3 +$2.36M
4
AMZN icon
Amazon
AMZN
+$2M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.56M

Top Sells

1 +$26.6M
2 +$8.11M
3 +$6.02M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.64M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.94M

Sector Composition

1 Consumer Discretionary 16.56%
2 Technology 11.05%
3 Consumer Staples 7.7%
4 Industrials 6.26%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$36.2M 16.53%
91,254
-67,130
2
$24.5M 11.22%
129,000
3
$12.5M 5.73%
56,751
-36,727
4
$9.24M 4.22%
75,616
+95
5
$8.74M 3.99%
26,460
+486
6
$8.02M 3.67%
34,030
-254
7
$7.39M 3.38%
47,760
+12,940
8
$7.27M 3.32%
45,147
-4,190
9
$6.48M 2.96%
13,607
-12,641
10
$5M 2.28%
93,697
-55,089
11
$4.42M 2.02%
79,820
-558
12
$4.29M 1.96%
37,702
+2,575
13
$4.23M 1.93%
+35,259
14
$4.15M 1.9%
19,119
+89
15
$3.63M 1.66%
11,363
-7,087
16
$3.15M 1.44%
100,612
+4,030
17
$3.05M 1.39%
+21,920
18
$3.05M 1.39%
81,010
+138
19
$3.01M 1.38%
38,223
+62
20
$3M 1.37%
118,297
+6,822
21
$2.99M 1.37%
66,081
-10,266
22
$2.93M 1.34%
20,696
+111
23
$2.78M 1.27%
76,692
+321
24
$2.52M 1.15%
40,507
+328
25
$2.39M 1.09%
27,731
+668