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
$144M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$790K

Top Sells

1 +$478K
2 +$39.5K

Sector Composition

1 Healthcare 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$66.3M 45.92%
1,087,088
-648
2
$35.8M 24.78%
131,165
-1,755
3
$29.4M 20.35%
588,511
+15,833
4
$12.9M 8.94%
+160,628