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
51
$749K 0.34%
3,002
52
$736K 0.33%
22,630
-375
53
$730K 0.33%
17,968
-1,200
54
$729K 0.33%
8,739
55
$718K 0.32%
4,500
56
$685K 0.31%
29,045
-1,500
57
$664K 0.3%
7,960
-276
58
$663K 0.3%
24,941
-3,035
59
$662K 0.3%
21,957
-13,499
60
$648K 0.29%
5,463
61
$610K 0.27%
6,241
-596
62
$573K 0.26%
5,389
+1
63
$571K 0.26%
12,956
64
$555K 0.25%
2,264
-88
65
$551K 0.25%
7,253
-924
66
$548K 0.25%
10,308
-13,250
67
$542K 0.24%
1,983
+600
68
$538K 0.24%
9,828
-150
69
$530K 0.24%
5,608
-114
70
$529K 0.24%
3,400
71
$524K 0.23%
10,000
-6,490
72
$523K 0.23%
7,381
+1,146
73
$519K 0.23%
4,711
74
$515K 0.23%
7,696
+3,603
75
$494K 0.22%
4,282
+1
1 2
3
4 5