AFA
Alta Fundamental Advisers Portfolio holdings
AUM
$183M
This Quarter Return
+6.97%
1 Year Return
+3.4%
3 Year Return
+103.52%
5 Year Return
+787.18%
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(-0.15%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-5.3%
Top 10 Holdings %
Top 10 Hldgs %
92.18%
Holding
28
New
5
Increased
6
Reduced
4
Closed
5
Top Buys
| 1 |
MNK
Mallinckrodt plc
MNK
|
$3.43M |
| 2 |
Milestone Pharmaceuticals
MIST
|
$2.24M |
| 3 |
SGHL
Signal Hill Acquisition Corp. Class A Common Stock
SGHL
|
$1.78M |
| 4 |
Gannett
GCI
|
$1.67M |
| 5 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$1.04M |
Top Sells
Sector Composition
| 1 | Materials | 29.81% |
| 2 | Consumer Discretionary | 27.68% |
| 3 | Energy | 10.72% |
| 4 | Industrials | 7.84% |
| 5 | Communication Services | 6.83% |