AFA
Alta Fundamental Advisers Portfolio holdings
AUM
$213M
1-Year Est. Return
28.62%
This Fund
S&P 500
1 Year Est. Return
+28.62%
AUM
$206M
AUM Growth
+$22.8M
(+12%)
Holding
29
Top Buys
| 1 | +$13.9M | |
| 2 | +$11.6M | |
| 3 | +$6.09M | |
| 4 |
Genworth Financial
GNW
|
+$2.85M |
| 5 |
Community Health Systems
CYH
|
+$2.53M |
Top Sells
| 1 | +$11M | |
| 2 | +$7.91M | |
| 3 | +$7.25M | |
| 4 |
Anika Therapeutics
ANIK
|
+$4.81M |
| 5 |
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
Pfizer
PFE
$155B
| – | – |
0
|
|
||
27
Tronox
TROX
$1.17B
| – | – |
0
|
|
||
28
Vistra
VST
$57B
| – | – |
-7,950
|
|
||
29
Sable Offshore Corp
SOC
$1.22B
| – | – |
0
|
|