ALA

Atherton Lane Advisers Portfolio holdings

AUM $1.72B
1-Year Est. Return 0.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$10.8M
3
+$8.91M
4
WFM
Whole Foods Market Inc
WFM
+$5.43M
5
AWAY
HOMEAWAY INC COM
AWAY
+$4.75M

Top Sells

1
+$6.83M
2
+$5.68M
3
+$5.12M
4
IBM icon
IBM
IBM
+$3M
5
YUM icon
Yum! Brands
YUM
+$1.6M

Sector Composition

1 Financials 18.62%
2 Industrials 16.07%
3 Technology 10.93%
4 Consumer Discretionary 9.51%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$285K 0.02%
+3,526
227
$284K 0.02%
+3,425
228
$282K 0.02%
7,290
229
$278K 0.02%
5,400
230
$273K 0.02%
14,262
+10
231
$272K 0.02%
+63,215
232
$270K 0.02%
+2,793
233
$267K 0.01%
5,886
234
$266K 0.01%
8,000
235
$266K 0.01%
5,209
236
$262K 0.01%
1,828
237
$257K 0.01%
4,100
238
$255K 0.01%
+4,580
239
$253K 0.01%
+1,100
240
$252K 0.01%
+1,820
241
$250K 0.01%
2,717
242
$247K 0.01%
11,721
-304
243
$247K 0.01%
+5,450
244
$246K 0.01%
4,200
245
$243K 0.01%
4,898
+505
246
$236K 0.01%
8,311
247
$230K 0.01%
8,980
248
$229K 0.01%
2,436
249
$228K 0.01%
2,704
250
$228K 0.01%
4,775
7 8 9
10
11