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
$178M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$140K
3 +$102K
4
URI icon
United Rentals
URI
+$89.1K
5
PLTR icon
Palantir
PLTR
+$81.2K

Top Sells

1 +$1.1M
2 +$653K
3 +$8.39K
4
SIVB
SVB Financial Group
SIVB
+$181

Sector Composition

1 Technology 17.43%
2 Healthcare 7.69%
3 Financials 7.01%
4 Consumer Discretionary 5.95%
5 Communication Services 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$98.1K 0.06%
400
252
$98K 0.06%
1,500
253
$97K 0.05%
1,100
254
$96.2K 0.05%
500
255
$95.7K 0.05%
1,600
256
$95.2K 0.05%
3,100
257
$94.7K 0.05%
5,500
258
$94.6K 0.05%
500
259
$94.1K 0.05%
400
260
$94.1K 0.05%
200
261
$93.9K 0.05%
1,500
262
$93.9K 0.05%
200
263
$93.7K 0.05%
514
264
$93.5K 0.05%
800
265
$93.3K 0.05%
1,500
266
$93K 0.05%
1,700
267
$92.3K 0.05%
200
268
$91.9K 0.05%
600
269
$91.9K 0.05%
900
270
$91.8K 0.05%
1,900
271
$91.8K 0.05%
500
272
$91.5K 0.05%
1,000
273
$90.2K 0.05%
900
274
$90.1K 0.05%
800
275
$90K 0.05%
400