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
351
$60.6K 0.03%
3,400
352
$60.2K 0.03%
200
353
$59.8K 0.03%
1,200
354
$59.4K 0.03%
500
355
$59.3K 0.03%
800
356
$59.2K 0.03%
200
357
$58.6K 0.03%
700
358
$58.4K 0.03%
600
359
$58.2K 0.03%
5,400
360
$57.7K 0.03%
+200
361
$57.3K 0.03%
900
362
$57K 0.03%
2,000
363
$56.1K 0.03%
700
364
$56K 0.03%
500
365
$55.7K 0.03%
2,200
366
$55.6K 0.03%
2,100
367
$54.3K 0.03%
800
368
$54.2K 0.03%
841
369
$53.6K 0.03%
1,350
370
$53.3K 0.03%
200
371
$51.9K 0.03%
500
372
$51.5K 0.03%
300
373
$51.3K 0.03%
200
374
$50.2K 0.03%
400
375
$50.2K 0.03%
1,200
12 13 14
15
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