AFA

Alta Fundamental Advisers Portfolio holdings

AUM $254M
1-Year Est. Return 98.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+98.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.6M
3
+$6.09M
4
GNW icon
Genworth Financial
GNW
+$2.85M
5
CYH icon
Community Health Systems
CYH
+$2.53M

Top Sells

1
+$11M
2
+$7.91M
3
+$7.25M
4
ANIK icon
Anika Therapeutics
ANIK
+$4.81M
5
ACHR icon
Archer Aviation
ACHR
+$3.9M

Sector Composition

1 Communication Services 30.02%
2 Energy 17.37%
3 Materials 11.92%
4 Industrials 9.18%
5 Financials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
-7,950
29
– –
0
1
2