AA

Alta Advisers Portfolio holdings

AUM $281M
1-Year Est. Return 23.45%
This Quarter Est. Return
1 Year Est. Return
+23.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$5.9M
3 +$381K
4
HOOD icon
Robinhood
HOOD
+$369K
5
NET icon
Cloudflare
NET
+$340K

Top Sells

1 +$248K
2 +$235K
3 +$225K
4
KMB icon
Kimberly-Clark
KMB
+$207K
5
PRU icon
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
PRU icon
251
Prudential Financial
PRU
$35.7B
-1,836
TEAM icon
252
Atlassian
TEAM
$41.8B
-948
YUM icon
253
Yum! Brands
YUM
$41.1B
-1,280