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
176
$332K 0.02%
4,000
177
$329K 0.02%
2,630
-312
178
$329K 0.02%
6,395
-13,500
179
$328K 0.02%
7,118
-25
180
$325K 0.02%
4,189
+45
181
$323K 0.02%
6,032
+224
182
$317K 0.02%
7,300
183
$309K 0.02%
3,315
-693
184
$308K 0.02%
13,522
-875
185
$307K 0.02%
8,455
-3,600
186
$306K 0.02%
10,246
187
$303K 0.02%
3,290
188
$302K 0.02%
15,700
+3,500
189
$299K 0.02%
8,000
190
$295K 0.02%
11,642
191
$294K 0.02%
1,575
192
$289K 0.02%
14,237
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193
$281K 0.02%
1,077
194
$276K 0.02%
6,419
-284
195
$274K 0.02%
6,628
196
$270K 0.01%
6,723
-1,733
197
$270K 0.01%
15,227
-788
198
$270K 0.01%
6,449
-2,900
199
$269K 0.01%
5,090
-365
200
$269K 0.01%
4,000
-800
6 7
8
9 10