ALA

Atherton Lane Advisers Portfolio holdings

AUM $1.72B
1-Year Est. Return 0.32%
This Quarter Est. Return
1 Year Est. Return
+0.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.3M
3
+$8.9M
4
NOV icon
NOV
NOV
+$3.89M
5
LOCK
LifeLock, Inc.
LOCK
+$3.56M

Top Sells

1
+$9.36M
2
+$7.66M
3
+$7.03M
4
YUM icon
Yum! Brands
YUM
+$4.34M
5
WCC icon
WESCO International
WCC
+$3.57M

Sector Composition

1 Financials 18.39%
2 Industrials 15.2%
3 Technology 12.03%
4 Consumer Discretionary 10.15%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.01%
4,100
227
$254K 0.01%
8,195
-6,360
228
$252K 0.01%
5,886
229
$249K 0.01%
7,112
-8,390
230
$249K 0.01%
2,210
-1,750
231
$246K 0.01%
2,618
+182
232
$246K 0.01%
5,860
233
$243K 0.01%
8,000
234
$238K 0.01%
5,450
235
$235K 0.01%
2,596
-121
236
$235K 0.01%
1,207
237
$231K 0.01%
2,734
238
$231K 0.01%
8,172
239
$231K 0.01%
1,828
240
$227K 0.01%
2,845
-580
241
$226K 0.01%
5,906
+3
242
$223K 0.01%
6,546
243
$223K 0.01%
4,500
-900
244
$223K 0.01%
4,775
245
$219K 0.01%
5,538
+22
246
$218K 0.01%
2,704
247
$217K 0.01%
1,100
248
$215K 0.01%
4,489
-409
249
$211K 0.01%
8,980
250
$209K 0.01%
2,132
-973
7 8 9
10
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