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
$270M
AUM Growth
-$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.76M
2 +$7.29M
3 +$6.74M
4
BGC icon
BGC Group
BGC
+$3.48M
5
LUCK
Lucky Strike Entertainment
LUCK
+$3.15M

Top Sells

1 +$10.3M
2 +$2.38M
3 +$1.97M
4
SQNS
Sequans Communications SA
SQNS
+$334K
5
TDAY
USA Today Co
TDAY
+$266K

Sector Composition

1 Materials 36.39%
2 Consumer Discretionary 17.04%
3 Energy 8.99%
4 Industrials 8.92%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-25,126