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
276
$89.7K 0.05%
1,200
277
$89.4K 0.05%
100
278
$89.4K 0.05%
2,000
279
$89.3K 0.05%
1,900
280
$89.2K 0.05%
400
281
$89.1K 0.05%
+200
282
$88.7K 0.05%
900
283
$88.6K 0.05%
600
284
$88.5K 0.05%
900
285
$88.4K 0.05%
2,000
286
$88.2K 0.05%
1,000
287
$87.8K 0.05%
1,200
288
$87.2K 0.05%
1,000
289
$86.9K 0.05%
2,400
290
$86.5K 0.05%
6,900
291
$86.1K 0.05%
600
292
$85.7K 0.05%
600
293
$84.6K 0.05%
500
294
$84.1K 0.05%
2,400
295
$83.9K 0.05%
500
296
$83.3K 0.05%
1,200
297
$83.3K 0.05%
200
298
$82.8K 0.05%
500
299
$82.2K 0.05%
200
300
$81.7K 0.05%
2,300