AFA

Alta Fundamental Advisers Portfolio holdings

AUM $213M
1-Year Est. Return 28.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$7.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.83M
3
+$1.65M
4
OPTU
Optimum Communications Inc
OPTU
+$1.53M
5
HPP
Hudson Pacific Properties
HPP
+$1.06M

Top Sells

1
+$11.2M
2
+$4.35M
3
+$2M
4
ACHR icon
Archer Aviation
ACHR
+$1.6M
5
BTU icon
Peabody Energy
BTU
+$555K

Sector Composition

1 Communication Services 35.09%
2 Energy 19.85%
3 Materials 11.35%
4 Financials 10.06%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUCK
26
Lucky Strike Entertainment
LUCK
$1.15B
– –
-1,093,370
1
2