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
126
$208K 0.09%
+2,550
127
$206K 0.09%
6,997
128
$204K 0.09%
+13,625
129
$203K 0.09%
+4,158
130
$202K 0.09%
1,090
+340
131
$202K 0.09%
+4,595
132
$201K 0.09%
+3,764
133
$180K 0.08%
932
-68
134
$179K 0.08%
1,469
+2
135
$149K 0.07%
10,000
136
$149K 0.07%
+8,393
137
$145K 0.06%
3,720
138
$144K 0.06%
1,310
139
$136K 0.06%
13,765
140
$130K 0.06%
1,349
+3
141
$112K 0.05%
600
142
$105K 0.05%
2,666
+9
143
$73K 0.03%
14,275
144
$66K 0.03%
495
+200
145
$47K 0.02%
+1,000
146
$31K 0.01%
10,600
147
$29K 0.01%
+43
148
$22K 0.01%
161
149
$2K ﹤0.01%
+17
150
– –
-16,500
3 4 5
6
7