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
$1.8B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10.7M
3
+$9.1M
4
AWAY
HOMEAWAY INC COM
AWAY
+$5.03M
5
WFM
Whole Foods Market Inc
WFM
+$4.82M

Top Sells

1
+$6.29M
2
+$5.79M
3
+$5.1M
4
IBM icon
IBM
IBM
+$2.89M
5
YUM icon
Yum! Brands
YUM
+$1.68M

Sector Composition

1 Financials 18.62%
2 Industrials 16.03%
3 Technology 10.98%
4 Consumer Discretionary 9.51%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$742K 0.04%
+13,845
152
$738K 0.04%
45,420
-1,460
153
$736K 0.04%
+8,595
154
$731K 0.04%
+9,885
155
$726K 0.04%
12,855
+405
156
$725K 0.04%
10,778
+135
157
$719K 0.04%
16,698
+10,506
158
$703K 0.04%
+16,965
159
$683K 0.04%
+19,093
160
$673K 0.04%
8,114
-125
161
$658K 0.04%
+19,270
162
$652K 0.04%
+23,115
163
$646K 0.04%
+6,062
164
$644K 0.04%
+24,365
165
$620K 0.03%
7,532
+273
166
$608K 0.03%
11,548
-400
167
$608K 0.03%
+5,970
168
$593K 0.03%
+15,502
169
$588K 0.03%
+23,520
170
$579K 0.03%
+22,465
171
$572K 0.03%
+55,695
172
$570K 0.03%
3
173
$556K 0.03%
+12,572
174
$549K 0.03%
7,560
-80
175
$548K 0.03%
9,926
+1,219
5 6
7
8 9