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
$1.37B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$65M
2
+$54.6M
3
+$52.6M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$45.6M
5
WFC icon
Wells Fargo
WFC
+$33.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.02%
2 Industrials 13.88%
3 Technology 10.4%
4 Consumer Discretionary 10.18%
5 Healthcare 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$813K 0.06%
+58,520
77
$808K 0.06%
+11,334
78
$772K 0.06%
+6,741
79
$759K 0.06%
+67,355
80
$669K 0.05%
+50,200
81
$616K 0.05%
+7,530
82
$600K 0.04%
+19,548
83
$590K 0.04%
+12,912
84
$571K 0.04%
+17,850
85
$567K 0.04%
+5,068
86
$561K 0.04%
+11,774
87
$506K 0.04%
+3
88
$482K 0.04%
+11,669
89
$475K 0.03%
+5,191
90
$448K 0.03%
+12,794
91
$445K 0.03%
+6,950
92
$443K 0.03%
+7,580
93
$442K 0.03%
+12,685
94
$439K 0.03%
+4,446
95
$434K 0.03%
+8,630
96
$417K 0.03%
+12,216
97
$413K 0.03%
+8,050
98
$407K 0.03%
+9,190
99
$392K 0.03%
+6,486
100
$391K 0.03%
+7,004
2 3
4
5 6