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
126
$282K 0.02%
2,432
-2,198
127
$276K 0.02%
11,947
-363
128
$271K 0.02%
6,814
-492
129
$267K 0.02%
+6,150
130
$264K 0.02%
3,459
-218
131
$263K 0.02%
6,086
+10
132
$256K 0.02%
6,683
-2,700
133
$247K 0.02%
+6,920
134
$241K 0.02%
5,860
135
$238K 0.02%
2,717
-189
136
$236K 0.01%
878
-265
137
$235K 0.01%
1,700
138
$230K 0.01%
8,000
139
$229K 0.01%
2,525
-176
140
$225K 0.01%
4,310
+71
141
$224K 0.01%
6,192
-1,548
142
$223K 0.01%
8,172
143
$221K 0.01%
4,200
144
$220K 0.01%
4,100
145
$205K 0.01%
+1,953
146
$205K 0.01%
+4,775
147
$203K 0.01%
+4,950
148
$203K 0.01%
+2,704
149
$201K 0.01%
+9,380
150
$201K 0.01%
5,454
-930
3 4 5
6
7