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
$178M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$140K
3 +$102K
4
URI icon
United Rentals
URI
+$89.1K
5
PLTR icon
Palantir
PLTR
+$81.2K

Top Sells

1 +$1.1M
2 +$653K
3 +$8.39K
4
SIVB
SVB Financial Group
SIVB
+$181

Sector Composition

1 Technology 17.43%
2 Healthcare 7.69%
3 Financials 7.01%
4 Consumer Discretionary 5.95%
5 Communication Services 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$131K 0.07%
800
177
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100
178
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1,800
179
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900
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2,600
181
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600
182
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2,200
183
$125K 0.07%
1,500
+500
184
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500
185
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600
186
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1,100
187
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500
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1,600
189
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800
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1,000
192
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1,700
196
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700
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400
198
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1,500
199
$116K 0.07%
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200
$116K 0.07%
3,500