AFA

Alta Fundamental Advisers Portfolio holdings

AUM $206M
1-Year Est. Return 18.39%
This Quarter Est. Return
1 Year Est. Return
+18.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.62M
2 +$5.57M
3 +$1.04M

Top Sells

1 +$14.8M
2 +$11.2M
3 +$5.78M
4
TDAY
USA Today Co
TDAY
+$5.72M
5
ANIK icon
Anika Therapeutics
ANIK
+$3.45M

Sector Composition

1 Communication Services 20.8%
2 Consumer Discretionary 17.21%
3 Materials 13.45%
4 Industrials 11.79%
5 Energy 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0