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
376
$49.6K 0.03%
1,900
377
$49.3K 0.03%
2,400
378
$47.3K 0.03%
+715
379
$45.9K 0.03%
900
380
$45.2K 0.03%
1,100
381
$45.2K 0.03%
200
382
$45K 0.03%
200
383
$41.7K 0.02%
600
384
$40.1K 0.02%
100
385
$39.2K 0.02%
+600
386
$36K 0.02%
3,900
387
$26.9K 0.02%
+100
388
$26K 0.01%
600
389
-600
390
-200