AFA
Alta Fundamental Advisers Portfolio holdings
AUM
$183M
This Quarter Return
+3.01%
1 Year Return
+3.4%
3 Year Return
+103.52%
5 Year Return
+787.18%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+26%)
Cap. Flow
-$2.13M
Cap. Flow
% of AUM
-1.83%
Top 10 Holdings %
Top 10 Hldgs %
80.28%
Holding
27
New
13
Increased
2
Reduced
8
Closed
2
Top Buys
| 1 |
Macerich
MAC
|
$13M |
| 2 |
Clearway Energy Class C
CWEN
|
$5.86M |
| 3 |
Tenet Healthcare
THC
|
$4.32M |
| 4 |
Clearway Energy Class A
CWEN.A
|
$3.71M |
| 5 |
Clear Channel Outdoor Holdings
CCO
|
$2.64M |
Top Sells
| 1 |
HNR
Harvest Natural Resources
HNR
|
$7.28M |
| 2 |
TERP
TerraForm Power, Inc
TERP
|
$6.64M |
| 3 |
SunCoke Energy
SXC
|
$1.36M |
| 4 |
Arq
ARQ
|
$629K |
| 5 |
Builders FirstSource
BLDR
|
$435K |
Sector Composition
| 1 | Real Estate | 27.25% |
| 2 | Industrials | 15.45% |
| 3 | Communication Services | 11.54% |
| 4 | Healthcare | 10.79% |
| 5 | Consumer Discretionary | 10.53% |