AA

Alta Advisers Portfolio holdings

AUM $276M
1-Year Est. Return 26.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$406K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$2.26M
3 +$314K
4
PSX icon
Phillips 66
PSX
+$242K
5
VLO icon
Valero Energy
VLO
+$235K

Top Sells

1 +$383K
2 +$239K
3 +$221K
4
CVNA icon
Carvana
CVNA
+$220K
5
RBLX icon
Roblox
RBLX
+$214K

Sector Composition

1 Technology 25.27%
2 Financials 8.43%
3 Communication Services 7.93%
4 Consumer Discretionary 6.87%
5 Healthcare 6.45%