AA
Alta Advisers Portfolio holdings
AUM
$281M
This Quarter Return
+9.67%
1 Year Return
+23.45%
3 Year Return
+78.65%
5 Year Return
+89.62%
10 Year Return
–
AUM
$187M
AUM Growth
+$187M
(+8.5%)
Cap. Flow
-$334K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
57.49%
Holding
396
New
8
Increased
6
Reduced
1
Closed
4
Top Buys
| 1 |
Eli Lilly
LLY
|
$117K |
| 2 |
Broadcom
AVGO
|
$102K |
| 3 |
DoorDash
DASH
|
$98.9K |
| 4 |
Merck
MRK
|
$89.4K |
| 5 |
Roblox
RBLX
|
$85.6K |
Top Sells
Sector Composition
| 1 | Technology | 18.43% |
| 2 | Healthcare | 7.67% |
| 3 | Financials | 7.47% |
| 4 | Consumer Discretionary | 6.32% |
| 5 | Communication Services | 5.15% |
