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
$1.72B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$12.2M
3
+$8.83M
4
CRM icon
Salesforce
CRM
+$5.27M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$4.47M

Top Sells

1
+$33.6M
2
+$17.2M
3
+$11.9M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$5.71M
5
CHK
Chesapeake Energy Corporation
CHK
+$2.04M

Sector Composition

1 Consumer Discretionary 15.98%
2 Financials 15.24%
3 Healthcare 12.76%
4 Technology 11.32%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYR icon
76
iShares US Real Estate ETF
IYR
$4.4B
$2.34M 0.14%
31,128
-570
UDR icon
77
UDR
UDR
$12.3B
$2.32M 0.14%
61,722
-2,652
NOV icon
78
NOV
NOV
$6.57B
$2.25M 0.13%
67,090
-26,925
MDY icon
79
SPDR S&P MidCap 400 ETF Trust
MDY
$25.5B
$1.82M 0.11%
7,167
-130
VNO icon
80
Vornado Realty Trust
VNO
$6.46B
$1.66M 0.1%
20,523
-367
RTN
81
DELISTED
Raytheon Company
RTN
$1.52M 0.09%
12,201
-110
JNJ icon
82
Johnson & Johnson
JNJ
$529B
$1.51M 0.09%
14,674
-2,330
MMM icon
83
3M
MMM
$90.9B
$1.47M 0.09%
11,637
-365
CHK
84
DELISTED
Chesapeake Energy Corporation
CHK
$1.46M 0.09%
1,625
-2,268
DVY icon
85
iShares Select Dividend ETF
DVY
$21.8B
$1.46M 0.09%
19,457
-705
DRE
86
DELISTED
Duke Realty Corp.
DRE
$1.46M 0.08%
69,218
-3,255
PG icon
87
Procter & Gamble
PG
$338B
$1.43M 0.08%
18,038
+182
RAI
88
DELISTED
Reynolds American Inc
RAI
$1.34M 0.08%
28,944
IVV icon
89
iShares Core S&P 500 ETF
IVV
$762B
$1.3M 0.08%
6,347
+1,590
WRI
90
DELISTED
Weingarten Realty Investors
WRI
$1.25M 0.07%
36,256
-1,850
RSP icon
91
Invesco S&P 500 Equal Weight ETF
RSP
$78.9B
$1.2M 0.07%
15,690
-810
SCHW icon
92
Charles Schwab
SCHW
$183B
$1.19M 0.07%
36,270
-390
VGT icon
93
Vanguard Information Technology ETF
VGT
$114B
$1.16M 0.07%
10,727
+1,335
NWL icon
94
Newell Brands
NWL
$1.79B
$1.14M 0.07%
25,935
-445
SPLV icon
95
Invesco S&P 500 Low Volatility ETF
SPLV
$7.39B
$1.14M 0.07%
29,517
-510
ABBV icon
96
AbbVie
ABBV
$383B
$1.11M 0.06%
18,711
+6
SPYG icon
97
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$1.1M 0.06%
43,820
-640
IBB icon
98
iShares Biotechnology ETF
IBB
$8.54B
$1.03M 0.06%
9,120
-135
XLE icon
99
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$968K 0.06%
32,080
+10,760
IYC icon
100
iShares US Consumer Discretionary ETF
IYC
$1.61B
$958K 0.06%
26,480
-540
2 3
4
5 6