AFA
Alta Fundamental Advisers Portfolio holdings
AUM
$183M
1-Year Return
3.4%
This Quarter Return
+6.52%
1 Year Return
+3.4%
3 Year Return
+103.52%
5 Year Return
+787.18%
10 Year Return
–
AUM
$170M
AUM Growth
-$19.8M
(-10%)
Cap. Flow
-$32.9M
Cap. Flow
% of AUM
-19.34%
Top 10 Holdings %
Top 10 Hldgs %
80.65%
Holding
26
New
4
Increased
5
Reduced
10
Closed
4
Top Buys
Top Sells
| 1 |
TSG
The Stars Group Inc.
TSG
|
$12.2M |
| 2 |
Tenet Healthcare
THC
|
$11.9M |
| 3 |
SunCoke Energy
SXC
|
$6.82M |
| 4 |
Upbound Group
UPBD
|
$4.73M |
| 5 |
Element Solutions
ESI
|
$3.85M |
Sector Composition
| 1 | Real Estate | 29.34% |
| 2 | Technology | 16.28% |
| 3 | Industrials | 14.13% |
| 4 | Healthcare | 12.15% |
| 5 | Consumer Discretionary | 11.2% |