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
$128M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M

Top Sells

1 +$1.92M
2 +$1.74M

Sector Composition

1 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.3M 48.71%
1,001,040
+76,666
2
$37.5M 29.34%
132,330
-6,152
3
$27.9M 21.85%
586,591
-40,369
4
$122K 0.1%
2,500