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
$155M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.69M
2 +$4.99M
3 +$1.02M

Top Sells

1 +$15M
2 +$12M
3 +$8.28M
4
ACHR icon
Archer Aviation
ACHR
+$7.22M
5
ANIK icon
Anika Therapeutics
ANIK
+$3.82M

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