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
$1.58B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.1M
3
+$14.5M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$13.6M
5
CLF icon
Cleveland-Cliffs
CLF
+$11.3M

Top Sells

1
+$19.8M
2
+$18.9M
3
+$16.9M
4
PHK
PIMCO High Income Fund
PHK
+$16.5M
5
MCD icon
McDonald's
MCD
+$15.8M

Sector Composition

1 Financials 19.05%
2 Industrials 17.61%
3 Technology 10.89%
4 Consumer Discretionary 10.27%
5 Healthcare 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.11%
6,970
+717
77
$1.61M 0.1%
19,807
-591
78
$1.59M 0.1%
17,333
+900
79
$1.49M 0.09%
29,205
-387,631
80
$1.37M 0.09%
15,073
81
$1.3M 0.08%
13,423
-162,652
82
$1.11M 0.07%
12,587
+662
83
$993K 0.06%
49,780
-740
84
$892K 0.06%
23,845
-3,380
85
$877K 0.06%
10,070
-2,000
86
$778K 0.05%
61,189
+4,844
87
$760K 0.05%
+30,424
88
$722K 0.05%
12,968
+128
89
$721K 0.05%
10,110
-95
90
$693K 0.04%
13,130
-45
91
$684K 0.04%
+20,646
92
$680K 0.04%
39,375
-1,092,029
93
$674K 0.04%
17,850
94
$650K 0.04%
11,621
95
$619K 0.04%
8,239
+72
96
$610K 0.04%
11,168
-284
97
$555K 0.04%
14,456
+2,000
98
$545K 0.03%
7,716
+1,226
99
$541K 0.03%
7,553
-182
100
$534K 0.03%
3
2 3
4
5 6