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
$208M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$172K
2 +$160K
3 +$136K
4
GEV icon
GE Vernova
GEV
+$129K
5
AMZN icon
Amazon
AMZN
+$116K

Top Sells

1 +$527K
2 +$194K
3 +$158K
4
TDY icon
Teledyne Technologies
TDY
+$129K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$104K

Sector Composition

1 Technology 21.21%
2 Financials 7.52%
3 Healthcare 7.42%
4 Consumer Discretionary 6.09%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$51.3K 0.02%
6,900
377
$50.9K 0.02%
2,400
378
$50.2K 0.02%
1,500
379
$50K 0.02%
200
380
$49.8K 0.02%
3,000
381
$49.7K 0.02%
600
382
$49.1K 0.02%
+300
383
$47.4K 0.02%
800
384
$45.1K 0.02%
+200
385
$44.5K 0.02%
600
386
$42.2K 0.02%
+1,200
387
$40.8K 0.02%
100
388
$40.7K 0.02%
1,100
389
$40.4K 0.02%
200
390
$39.9K 0.02%
400
391
$38.5K 0.02%
700
392
$38.4K 0.02%
200
393
$38.2K 0.02%
400
394
$38.2K 0.02%
+1,000
395
$37.6K 0.02%
200
396
$35.6K 0.02%
200
397
$33.7K 0.02%
3,329
398
$24.2K 0.01%
2,000
399
$1.28K ﹤0.01%
+83
400
-3,759