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
1
$21.7M 9.72%
80,073
-281
2
$12.4M 5.55%
129,672
+403
3
$8.28M 3.71%
50,580
-2,416
4
$7.95M 3.56%
171,740
-3,904
5
$7.64M 3.42%
46,454
+2,549
6
$6.91M 3.09%
28,480
+302
7
$6.67M 2.99%
67,657
+104
8
$5.7M 2.55%
30,511
+50
9
$5.23M 2.34%
14,731
-264
10
$4.84M 2.16%
57,810
-500
11
$4.38M 1.96%
65,472
-1,941
12
$4.27M 1.91%
30,142
-440
13
$3.52M 1.58%
41,480
+340
14
$3.38M 1.51%
78,112
+273
15
$3.07M 1.37%
89,180
-1,118
16
$3.06M 1.37%
254,384
-3,228
17
$3.02M 1.35%
84,465
-300
18
$3M 1.34%
28,210
+194
19
$2.82M 1.26%
20,452
-283
20
$2.77M 1.24%
19,731
-592
21
$2.76M 1.24%
55,189
-320
22
$2.73M 1.22%
35,866
-992
23
$2.58M 1.15%
15,026
+103
24
$2.46M 1.1%
221,866
-7,100
25
$2.45M 1.1%
18,102
-147