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
$168M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$12.3M
2 +$5.11M
3 +$3.51M
4
CWEN.A icon
Clearway Energy Class A
CWEN.A
+$3.43M
5
RMO
Romeo Power, Inc.
RMO
+$3.28M

Sector Composition

1 Communication Services 21.24%
2 Technology 20.04%
3 Energy 17.12%
4 Consumer Discretionary 11.64%
5 Materials 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-256,358
27
-3,560,700