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
76
$468K 0.21%
3,858
+901
77
$440K 0.2%
7,936
+1,504
78
$431K 0.19%
7,784
+806
79
$422K 0.19%
10,820
80
$415K 0.19%
70,000
+400
81
$413K 0.18%
3,968
+130
82
$407K 0.18%
7,248
-536
83
$395K 0.18%
9,204
+6
84
$386K 0.17%
6,920
+300
85
$371K 0.17%
6,850
86
$368K 0.16%
940
+40
87
$363K 0.16%
7,134
+600
88
$358K 0.16%
4,428
89
$352K 0.16%
3,363
+600
90
$352K 0.16%
4,035
-472
91
$341K 0.15%
2,500
-900
92
$340K 0.15%
5,862
-350
93
$337K 0.15%
5,162
-186
94
$336K 0.15%
4,827
95
$329K 0.15%
2,688
96
$328K 0.15%
9,443
+43
97
$325K 0.15%
5,400
98
$320K 0.14%
3,260
99
$318K 0.14%
2,818
+72
100
$312K 0.14%
13,665
+1,050
2 3
4
5 6