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
$1.81B
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$4.22M
3
+$3.06M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$2.69M
5
META icon
Meta Platforms (Facebook)
META
+$2.69M

Top Sells

1
+$16.1M
2
+$15.1M
3
+$12.8M
4
BAC icon
Bank of America
BAC
+$10.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$6.12M

Sector Composition

1 Financials 15.75%
2 Industrials 12.58%
3 Consumer Discretionary 12.24%
4 Healthcare 12.21%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$462K 0.03%
15,705
-5,545
152
$452K 0.03%
16,865
-1,569
153
$438K 0.02%
5,433
+9
154
$426K 0.02%
10,850
-12,492
155
$392K 0.02%
10,380
156
$385K 0.02%
6,000
157
$380K 0.02%
24,238
-1,265
158
$379K 0.02%
3,976
+15
159
$375K 0.02%
3,400
-2,610
160
$373K 0.02%
4,078
-3,817
161
$372K 0.02%
2,295
-26
162
$367K 0.02%
4,579
163
$363K 0.02%
9,002
-12,940
164
$359K 0.02%
3,068
-4,285
165
$357K 0.02%
4,456
+485
166
$356K 0.02%
4,801
167
$353K 0.02%
8,130
-24,867
168
$352K 0.02%
2,484
-54
169
$352K 0.02%
7,555
-257
170
$350K 0.02%
2,500
171
$346K 0.02%
3,300
-3,500
172
$339K 0.02%
5,949
-1,362
173
$338K 0.02%
7,000
174
$336K 0.02%
12,540
-511
175
$332K 0.02%
2,145
+100
5 6
7
8 9