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
$256M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$10.9M
3 +$10.5M
4
NEM icon
Newmont
NEM
+$10.5M
5
B
Barrick Mining
B
+$9.39M

Top Sells

No sells this quarter

Sector Composition

1 Energy 57.52%
2 Materials 17.05%
3 Financials 2.97%
4 Real Estate 1.84%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$40K 0.02%
+558
77
$38K 0.01%
+627
78
$36K 0.01%
+1,162
79
$29K 0.01%
+2,072