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
$199M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$513K
3
+$419K
4
C icon
Citigroup
C
+$241K
5
WDC icon
Western Digital
WDC
+$232K

Top Sells

1
+$704K
2
+$407K
3
+$402K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$396K
5
MU icon
Micron Technology
MU
+$340K

Sector Composition

1 Industrials 16.09%
2 Technology 11.37%
3 Consumer Discretionary 10.51%
4 Financials 7.27%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.88%
16,619
-1,578
27
$1.96M 0.87%
39,336
-563
28
$1.79M 0.8%
26,155
29
$1.73M 0.78%
40,244
+381
30
$1.72M 0.77%
30,440
31
$1.71M 0.77%
36,931
-365
32
$1.5M 0.67%
135,423
+1,000
33
$1.42M 0.63%
37,350
+13,500
34
$1.38M 0.62%
7,055
-156
35
$1.31M 0.59%
54,132
+5,441
36
$1.25M 0.56%
6,746
+326
37
$1.22M 0.55%
24,233
-1,171
38
$1.18M 0.53%
12,752
+61
39
$1.18M 0.53%
14,257
-214
40
$1.09M 0.49%
40,050
41
$1.09M 0.49%
19,233
+1,537
42
$1.01M 0.45%
16,610
-260
43
$971K 0.43%
+4,999
44
$965K 0.43%
2,875
+30
45
$959K 0.43%
37,968
-1,407
46
$915K 0.41%
18,466
+300
47
$873K 0.39%
9,341
-85
48
$854K 0.38%
8,409
-440
49
$837K 0.37%
18,915
+421
50
$787K 0.35%
27,900
+5,392
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