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
$283M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.91M
3
+$1.52M
4
PWE
Penn West Energy Petroleum Ltd
PWE
+$1.01M
5
WTI icon
W&T Offshore
WTI
+$522K

Top Sells

1
+$742K
2
+$731K
3
+$572K
4
TLM
TALISMAN ENERGY INC
TLM
+$506K
5
BBG
Bill Barrett Corp
BBG
+$444K

Sector Composition

1 Energy 58.93%
2 Materials 21.61%
3 Communication Services 2.83%
4 Financials 2.68%
5 Real Estate 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
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