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
$1.81B
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$4.22M
3
+$3.06M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$2.69M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$16.1M
2
+$15.1M
3
+$12.8M
4
BAC icon
Bank of America
BAC
+$10.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$6.12M

Sector Composition

1 Financials 15.75%
2 Industrials 12.58%
3 Consumer Discretionary 12.24%
4 Healthcare 12.21%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.13%
10,960
-407
77
$2.25M 0.12%
32,135
-1,020
78
$2.16M 0.12%
48,921
+1,337
79
$2.02M 0.11%
7,381
-230
80
$1.96M 0.11%
25,576
-1,058
81
$1.87M 0.1%
19,230
-165,215
82
$1.75M 0.1%
7,784
+400
83
$1.57M 0.09%
20,912
-635
84
$1.51M 0.08%
11,715
-239
85
$1.51M 0.08%
18,930
+2,655
86
$1.51M 0.08%
22,426
+9,485
87
$1.43M 0.08%
76,893
-695
88
$1.39M 0.08%
17,738
-5,945
89
$1.32M 0.07%
8,469
-2,440
90
$1.29M 0.07%
39,408
-6,038
91
$1.2M 0.07%
36,869
-1,826
92
$1.18M 0.07%
12,311
-112
93
$1.13M 0.06%
9,210
-45
94
$1.13M 0.06%
14,510
95
$1.12M 0.06%
29,944
+1,744
96
$1.1M 0.06%
30,011
-2,056
97
$1.1M 0.06%
44,460
98
$1.08M 0.06%
26,380
-115
99
$1.06M 0.06%
40,198
-484,845
100
$1.05M 0.06%
23,206
+33
2 3
4
5 6