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
126
$222K 0.02%
+2,780
127
$220K 0.02%
+6,500
128
$215K 0.02%
+8,000
129
$215K 0.02%
+8,172
130
$213K 0.02%
+3,366
131
$213K 0.02%
+5,416
132
$212K 0.02%
+4,653
133
$212K 0.02%
+8,820
134
$208K 0.02%
+4,200
135
$205K 0.02%
+2,400
136
$203K 0.01%
+2,796
137
$194K 0.01%
+13,247
138
$165K 0.01%
+44,000
139
$126K 0.01%
+11,890
140
$15K ﹤0.01%
+12,500
2 3 4 5
6