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
101
$513K 0.03%
7,204
+25
102
$486K 0.03%
+5,337
103
$483K 0.03%
4,146
-300
104
$449K 0.03%
10,006
+3,006
105
$434K 0.03%
11,319
-400
106
$433K 0.03%
5,223
-1,675
107
$421K 0.03%
10,286
108
$417K 0.03%
8,732
-429
109
$406K 0.03%
3,426
-616
110
$400K 0.03%
5,641
111
$387K 0.02%
3,360
+254
112
$365K 0.02%
2,261
-300
113
$363K 0.02%
7,004
114
$354K 0.02%
7,202
-404
115
$350K 0.02%
+7,626
116
$341K 0.02%
5,000
117
$339K 0.02%
12,781
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118
$333K 0.02%
8,490
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119
$326K 0.02%
6,400
120
$320K 0.02%
1,146
121
$316K 0.02%
2,691
122
$295K 0.02%
7,300
123
$290K 0.02%
4,000
124
$285K 0.02%
4,753
125
$282K 0.02%
6,500
3 4
5
6 7