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
101
$298K 0.13%
3,820
+1,002
102
$292K 0.13%
3,586
+76
103
$287K 0.13%
6,804
-137
104
$282K 0.13%
1
105
$265K 0.12%
2,505
106
$262K 0.12%
9,168
-300
107
$250K 0.11%
2,295
+50
108
$248K 0.11%
7,288
+382
109
$248K 0.11%
237
-121
110
$243K 0.11%
2,843
111
$241K 0.11%
7,560
-919
112
$236K 0.11%
4,031
+3,969
113
$233K 0.1%
4,021
114
$230K 0.1%
4,844
+1
115
$230K 0.1%
6,133
116
$229K 0.1%
1,713
-197
117
$226K 0.1%
4,939
118
$224K 0.1%
2,155
+7
119
$219K 0.1%
4,265
-10
120
$219K 0.1%
2,200
121
$217K 0.1%
4,303
+59
122
$212K 0.09%
+3,671
123
$210K 0.09%
4,000
124
$210K 0.09%
3,129
125
$209K 0.09%
12,500
-7,500
3 4
5
6 7