AA

Alta Advisers Portfolio holdings

AUM $327M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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
$157B
$700K 0.25%
1,322
DE icon
77
Deere & Co
DE
$129B
$682K 0.24%
1,342
CMCSA icon
78
Comcast
CMCSA
$100B
$680K 0.24%
19,057
ETN icon
79
Eaton
ETN
$137B
$678K 0.24%
1,900
TJX icon
80
TJX Companies
TJX
$163B
$676K 0.24%
5,476
PANW icon
81
Palo Alto Networks
PANW
$140B
$672K 0.24%
3,284
CRWD icon
82
CrowdStrike
CRWD
$135B
$651K 0.23%
1,278
SYK icon
83
Stryker
SYK
$139B
$645K 0.23%
1,631
LRCX icon
84
Lam Research
LRCX
$186B
$631K 0.22%
6,480
DHR icon
85
Danaher
DHR
$156B
$619K 0.22%
3,133
ADP icon
86
Automatic Data Processing
ADP
$102B
$608K 0.22%
1,972
LOW icon
87
Lowe's Companies
LOW
$128B
$602K 0.21%
2,713
TMUS icon
88
T-Mobile US
TMUS
$242B
$596K 0.21%
2,500
APH icon
89
Amphenol
APH
$164B
$589K 0.21%
5,960
ADI icon
90
Analog Devices
ADI
$116B
$580K 0.21%
2,436
KLAC icon
91
KLA
KLAC
$149B
$578K 0.21%
645
INTC icon
92
Intel
INTC
$169B
$574K 0.2%
25,621
COP icon
93
ConocoPhillips
COP
$113B
$566K 0.2%
6,312
VRTX icon
94
Vertex Pharmaceuticals
VRTX
$111B
$566K 0.2%
1,271
ANET icon
95
Arista Networks
ANET
$165B
$556K 0.2%
5,439
MDT icon
96
Medtronic
MDT
$123B
$548K 0.2%
6,285
TT icon
97
Trane Technologies
TT
$92.7B
$542K 0.19%
1,239
BX icon
98
Blackstone
BX
$109B
$539K 0.19%
3,606
CEG icon
99
Constellation Energy
CEG
$106B
$532K 0.19%
1,649
AMT icon
100
American Tower
AMT
$85.9B
$519K 0.18%
2,348