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
$116M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M
2 +$2.69M

Top Sells

1 +$6.99M

Sector Composition

1 Technology 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.6M 49.58%
924,374
-112,067
2
$32.8M 28.22%
138,482
+13,331
3
$25.7M 22.13%
626,960
+65,495
4
$92K 0.08%
2,500