AA
Alta Advisers Portfolio holdings
AUM
$281M
This Quarter Return
+6.84%
1 Year Return
+23.45%
3 Year Return
+78.65%
5 Year Return
+89.62%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+6.1%)
Cap. Flow
+$861K
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
58.67%
Holding
390
New
7
Increased
5
Reduced
2
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.87M |
| 2 |
Snowflake
SNOW
|
$140K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$102K |
| 4 |
United Rentals
URI
|
$89.1K |
| 5 |
Palantir
PLTR
|
$81.2K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.1M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$653K |
| 3 |
FRC
First Republic Bank
FRC
|
$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% |
