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
$130M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$127K

Top Sells

1 +$12.9M
2 +$3.08M
3 +$1.78M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.45M

Sector Composition

1 Technology 0.1%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63M 48.36%
1,036,441
-50,647
2
$37M 28.4%
125,151
-6,014
3
$30.2M 23.15%
561,465
-27,046
4
$127K 0.1%
+2,500
5
-160,628