AFA

Alta Fundamental Advisers Portfolio holdings

AUM $183M
1-Year Est. Return 3.4%
This Quarter Est. Return
1 Year Est. Return
+3.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$6.78M
2 +$6.52M
3 +$3.28M
4
DDI
DoubleDown Interactive
DDI
+$2.64M
5
GCI icon
Gannett
GCI
+$283K

Sector Composition

1 Materials 22.67%
2 Communication Services 20.82%
3 Energy 14.48%
4 Technology 11.07%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-300,000
27
-124,622