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
101
$365K 0.03%
+11,225
102
$357K 0.03%
+9,449
103
$343K 0.03%
+5,671
104
$331K 0.02%
+10,819
105
$314K 0.02%
+7,740
106
$314K 0.02%
+5,640
107
$312K 0.02%
+11,651
108
$311K 0.02%
+12,517
109
$310K 0.02%
+6,469
110
$301K 0.02%
+7,354
111
$300K 0.02%
+9,166
112
$298K 0.02%
+3,023
113
$288K 0.02%
+6,400
114
$288K 0.02%
+8,000
115
$275K 0.02%
+4,100
116
$269K 0.02%
+12,362
117
$264K 0.02%
+7,300
118
$263K 0.02%
+53,300
119
$258K 0.02%
+1,143
120
$252K 0.02%
+18,256
121
$249K 0.02%
+6,076
122
$243K 0.02%
+3,000
123
$242K 0.02%
+4,000
124
$237K 0.02%
+5,860
125
$236K 0.02%
+1,095
2 3 4
5
6