AA
Alta Advisers Portfolio holdings
AUM
$281M
1-Year Est. Return
23.45%
1 Year Est. Return
+23.45%
AUM
$281M
AUM Growth
+$46.1M
(+20%)
Holding
253
Top Buys
| 1 | +$10.7M | |
| 2 | +$5.9M | |
| 3 | +$381K | |
| 4 |
Robinhood
HOOD
|
+$369K |
| 5 |
Cloudflare
NET
|
+$340K |
Top Sells
| 1 | +$248K | |
| 2 | +$235K | |
| 3 | +$225K | |
| 4 |
Kimberly-Clark
KMB
|
+$207K |
| 5 |
Prudential Financial
PRU
|
+$205K |
Sector Composition
| 1 | Technology | 31.92% |
| 2 | Financials | 11.96% |
| 3 | Communication Services | 9.37% |
| 4 | Consumer Discretionary | 9.04% |
| 5 | Healthcare | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
251
Prudential Financial
PRU
$35.7B
| – | – |
-1,836
|
|
||
252
Atlassian
TEAM
$41.8B
| – | – |
-948
|
|
||
253
Yum! Brands
YUM
$41.1B
| – | – |
-1,280
|
|