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
$187M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$117K
2 +$102K
3 +$98.9K
4
MRK icon
Merck
MRK
+$89.4K
5
RBLX icon
Roblox
RBLX
+$85.6K

Sector Composition

1 Technology 18.43%
2 Healthcare 7.67%
3 Financials 7.47%
4 Consumer Discretionary 6.32%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$91.9K 0.05%
1,600
277
$91.7K 0.05%
1,500
278
$91.5K 0.05%
800
279
$91K 0.05%
5,300
280
$90K 0.05%
700
281
$89.9K 0.05%
800
282
$88.4K 0.05%
1,100
283
$88.4K 0.05%
1,200
284
$87.9K 0.05%
400
285
$87.2K 0.05%
2,000
286
$86.8K 0.05%
1,900
287
$86.3K 0.05%
400
288
$86.1K 0.05%
1,900
289
$86K 0.05%
2,000
290
$86K 0.05%
500
291
$85.8K 0.05%
1,200
292
$85.6K 0.05%
+1,873
293
$85.2K 0.05%
600
294
$85.2K 0.05%
700
295
$85.1K 0.05%
900
296
$85.1K 0.05%
+657
297
$85.1K 0.05%
2,300
298
$84.9K 0.05%
300
299
$84.2K 0.05%
1,000
300
$83.6K 0.04%
200