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
$124M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$71K

Top Sells

1 +$7.33M
2 +$4.97M
3 +$2.48M
4
SIMO icon
Silicon Motion
SIMO
+$48.2K

Sector Composition

1 Technology 0.16%
2 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$64.2M 51.93%
1,044,939
-40,319
2
$35M 28.31%
88,711
-18,594
3
$24M 19.45%
394,204
-81,453
4
$193K 0.16%
6,939
5
$124K 0.1%
1,800
-700
6
$71K 0.06%
+6,700