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
151
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-2,800
152
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0
153
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-1,000
154
– –
-3,300
155
– –
0
156
– –
0
157
– –
-1,200
158
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0
159
– –
-14,000
3 4 5 6
7