ALA

Atherton Lane Advisers Portfolio holdings

AUM $1.72B
1-Year Est. Return 0.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$18.2M
3
+$18.1M
4
CHK
Chesapeake Energy Corporation
CHK
+$18M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$16.4M

Top Sells

1
+$69.5M
2
+$24.1M
3
+$20.7M
4
EWS icon
iShares MSCI Singapore ETF
EWS
+$18.8M
5
BIDU icon
Baidu
BIDU
+$11.1M

Sector Composition

1 Financials 18.11%
2 Industrials 16.38%
3 Technology 11.67%
4 Healthcare 10.72%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$237K 0.02%
3,677
+311
127
$229K 0.02%
2,701
-79
128
$226K 0.02%
5,209
129
$223K 0.02%
2,906
+110
130
$223K 0.02%
4,200
131
$220K 0.02%
8,000
132
$214K 0.01%
+24,933
133
$212K 0.01%
8,311
134
$206K 0.01%
4,239
-2,230
135
$205K 0.01%
+1,700
136
$188K 0.01%
13,256
-5,000
137
$14K ﹤0.01%
12,500
138
– –
-138,421
139
– –
-33,641
140
– –
-117,224
141
– –
-8,000
142
– –
-388,652
143
– –
-8,820
144
– –
-13,247
145
– –
-63,814
146
– –
-11,890
147
– –
-2,400
148
– –
-50,200
149
– –
-53,300
150
– –
-21,591
2 3 4 5
6