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
$132M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M

Top Sells

1 +$2.02M
2 +$1.47M

Sector Composition

1 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$65M 49.28%
1,046,889
+45,849
2
$38.7M 29.33%
125,748
-6,582
3
$28.1M 21.32%
557,422
-29,169
4
$94K 0.07%
2,500