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
$1.76B
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.3M
3
+$8.9M
4
NOV icon
NOV
NOV
+$3.89M
5
LOCK
LifeLock, Inc.
LOCK
+$3.56M

Top Sells

1
+$9.36M
2
+$7.66M
3
+$7.03M
4
YUM icon
Yum! Brands
YUM
+$4.34M
5
WCC icon
WESCO International
WCC
+$3.57M

Sector Composition

1 Financials 18.39%
2 Industrials 15.2%
3 Technology 12.03%
4 Consumer Discretionary 10.15%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$521K 0.03%
9,910
-3,935
177
$519K 0.03%
21,570
-1,545
178
$514K 0.03%
12,205
-367
179
$504K 0.03%
3,645
-119
180
$504K 0.03%
7,584
+24
181
$490K 0.03%
11,784
182
$489K 0.03%
20,912
+2,460
183
$488K 0.03%
41,150
+3,550
184
$456K 0.03%
17,733
+2,557
185
$449K 0.03%
5,516
-519
186
$433K 0.02%
5,000
187
$431K 0.02%
9,680
+230
188
$415K 0.02%
5,116
+1,590
189
$413K 0.02%
10,246
190
$410K 0.02%
3,780
+436
191
$407K 0.02%
15,150
+2,875
192
$400K 0.02%
4,343
-1,083
193
$395K 0.02%
7,908
-2,005
194
$386K 0.02%
3,127
-275
195
$376K 0.02%
20,870
+2,485
196
$375K 0.02%
1,133
-27
197
$375K 0.02%
4,025
-290
198
$374K 0.02%
9,908
+732
199
$372K 0.02%
5,102
200
$361K 0.02%
10,380
+1,260
6 7
8
9 10