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
151
$54K ﹤0.01%
+772
152
$15K ﹤0.01%
12,500
153
– –
-24,933
154
– –
-44,020
155
– –
-13,256
156
– –
-1,378,282
157
– –
-6,215
3 4 5 6
7