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
$134M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$329K

Top Sells

1 +$3.79M
2 +$2.85M

Sector Composition

1 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$64.8M 48.35%
1,052,236
+5,347
2
$39.4M 29.42%
114,728
-11,020
3
$29.7M 22.14%
508,573
-48,849
4
$120K 0.09%
2,500