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
$281M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$5.9M
3 +$381K
4
HOOD icon
Robinhood
HOOD
+$369K
5
NET icon
Cloudflare
NET
+$340K

Top Sells

1 +$248K
2 +$235K
3 +$225K
4
KMB icon
Kimberly-Clark
KMB
+$207K
5
PRU icon
Prudential Financial
PRU
+$205K

Sector Composition

1 Technology 31.92%
2 Financials 11.96%
3 Communication Services 9.37%
4 Consumer Discretionary 9.04%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ORCL icon
26
Oracle
ORCL
$790B
$1.73M 0.62%
7,918
ABBV icon
27
AbbVie
ABBV
$410B
$1.63M 0.58%
8,765
BAC icon
28
Bank of America
BAC
$381B
$1.55M 0.55%
32,856
PM icon
29
Philip Morris
PM
$246B
$1.47M 0.52%
8,087
PLTR icon
30
Palantir
PLTR
$431B
$1.46M 0.52%
10,722
UNH icon
31
UnitedHealth
UNH
$330B
$1.45M 0.51%
4,637
+80
WFC icon
32
Wells Fargo
WFC
$271B
$1.38M 0.49%
17,207
CRM icon
33
Salesforce
CRM
$242B
$1.36M 0.48%
4,970
CSCO icon
34
Cisco
CSCO
$279B
$1.35M 0.48%
19,459
IBM icon
35
IBM
IBM
$264B
$1.34M 0.48%
4,555
KO icon
36
Coca-Cola
KO
$295B
$1.33M 0.47%
18,860
ABT icon
37
Abbott
ABT
$225B
$1.19M 0.42%
8,720
CVX icon
38
Chevron
CVX
$311B
$1.18M 0.42%
8,229
DIS icon
39
Walt Disney
DIS
$201B
$1.17M 0.42%
9,419
T icon
40
AT&T
T
$187B
$1.16M 0.41%
40,097
AMD icon
41
Advanced Micro Devices
AMD
$390B
$1.15M 0.41%
8,092
NOW icon
42
ServiceNow
NOW
$190B
$1.11M 0.4%
1,083
GS icon
43
Goldman Sachs
GS
$236B
$1.09M 0.39%
1,538
LIN icon
44
Linde
LIN
$212B
$1.05M 0.37%
2,243
INTU icon
45
Intuit
INTU
$185B
$1.05M 0.37%
1,328
BKNG icon
46
Booking.com
BKNG
$167B
$1.04M 0.37%
179
MCD icon
47
McDonald's
MCD
$220B
$1.03M 0.37%
3,514
MRK icon
48
Merck
MRK
$216B
$996K 0.35%
12,584
UBER icon
49
Uber
UBER
$195B
$990K 0.35%
10,610
TXN icon
50
Texas Instruments
TXN
$163B
$979K 0.35%
4,715