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
301
$81.2K 0.05%
+5,300
302
$81.2K 0.05%
1,000
303
$80.7K 0.05%
1,000
304
$79.5K 0.04%
500
305
$79.2K 0.04%
1,100
306
$79.2K 0.04%
1,200
307
$79.1K 0.04%
400
308
$78.7K 0.04%
500
309
$78.6K 0.04%
400
310
$77.5K 0.04%
700
311
$76K 0.04%
400
312
$75.7K 0.04%
2,200
313
$75.1K 0.04%
300
314
$74.4K 0.04%
500
315
$74.1K 0.04%
1,172
316
$73.6K 0.04%
500
317
$73.5K 0.04%
800
318
$73K 0.04%
700
319
$72.8K 0.04%
1,255
320
$72.4K 0.04%
349
321
$72.3K 0.04%
2,300
322
$70.9K 0.04%
1,000
323
$70.9K 0.04%
1,500
324
$70.8K 0.04%
4,100
325
$70.8K 0.04%
2,100
11 12
13
14 15