AA

Alta Advisers Portfolio holdings

AUM $276M
1-Year Est. Return 25.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.91%
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 +$10.9M
2 +$7.52M
3 +$276K
4
COIN icon
Coinbase
COIN
+$254K
5
NET icon
Cloudflare
NET
+$252K

Top Sells

1 +$248K
2 +$225K
3 +$218K
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
201
$245K 0.09%
66
202
$244K 0.09%
2,045
203
$242K 0.09%
1,008
204
$240K 0.09%
2,431
205
$239K 0.09%
+1,863
206
$239K 0.09%
815
207
$239K 0.08%
5,680
208
$238K 0.08%
4,124
209
$236K 0.08%
757
210
$235K 0.08%
+1,751
211
$234K 0.08%
1,742
212
$232K 0.08%
+1,067
213
$232K 0.08%
2,886
214
$232K 0.08%
773
215
$231K 0.08%
+801
216
$230K 0.08%
1,335
217
$230K 0.08%
2,814
218
$229K 0.08%
1,793
219
$224K 0.08%
2,664
220
$224K 0.08%
1,598
221
$223K 0.08%
+406
222
$223K 0.08%
1,385
223
$222K 0.08%
3,539
224
$221K 0.08%
4,502
225
$218K 0.08%
2,125