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
GEV icon
76
GE Vernova
GEV
$162B
$700K 0.25%
1,322
DE icon
77
Deere & Co
DE
$125B
$682K 0.24%
1,342
CMCSA icon
78
Comcast
CMCSA
$109B
$680K 0.24%
19,057
ETN icon
79
Eaton
ETN
$147B
$678K 0.24%
1,900
TJX icon
80
TJX Companies
TJX
$160B
$676K 0.24%
5,476
PANW icon
81
Palo Alto Networks
PANW
$143B
$672K 0.24%
3,284
CRWD icon
82
CrowdStrike
CRWD
$126B
$651K 0.23%
1,278
SYK icon
83
Stryker
SYK
$146B
$645K 0.23%
1,631
LRCX icon
84
Lam Research
LRCX
$182B
$631K 0.22%
6,480
DHR icon
85
Danaher
DHR
$149B
$619K 0.22%
3,133
ADP icon
86
Automatic Data Processing
ADP
$115B
$608K 0.22%
1,972
LOW icon
87
Lowe's Companies
LOW
$136B
$602K 0.21%
2,713
TMUS icon
88
T-Mobile US
TMUS
$259B
$596K 0.21%
2,500
APH icon
89
Amphenol
APH
$156B
$589K 0.21%
5,960
ADI icon
90
Analog Devices
ADI
$121B
$580K 0.21%
2,436
KLAC icon
91
KLA
KLAC
$152B
$578K 0.21%
645
INTC icon
92
Intel
INTC
$181B
$574K 0.2%
25,621
COP icon
93
ConocoPhillips
COP
$109B
$566K 0.2%
6,312
VRTX icon
94
Vertex Pharmaceuticals
VRTX
$107B
$566K 0.2%
1,271
ANET icon
95
Arista Networks
ANET
$184B
$556K 0.2%
5,439
MDT icon
96
Medtronic
MDT
$123B
$548K 0.2%
6,285
TT icon
97
Trane Technologies
TT
$93.1B
$542K 0.19%
1,239
BX icon
98
Blackstone
BX
$125B
$539K 0.19%
3,606
CEG icon
99
Constellation Energy
CEG
$116B
$532K 0.19%
1,649
AMT icon
100
American Tower
AMT
$90.4B
$519K 0.18%
2,348