Alta Select (S:0P0001CIHF)
43.20
-2.31
(-5.08%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 06, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Alphabet, Inc. | 9.16% | 299.21 | 1.16% |
| NVIDIA Corp. | 8.64% | 176.81 | -0.33% |
| Amazon.com, Inc. | 7.32% | 211.42 | 0.79% |
| Microsoft Corp. | 6.92% | 372.24 | -0.33% |
| Markel Group, Inc. | 5.36% | 1900.83 | 0.10% |
| Booking Holdings, Inc. | 5.03% | 174.36 | 3.93% |
| Visa, Inc. | 4.93% | 303.27 | 0.82% |
| MercadoLibre, Inc. | 4.61% | 1706.92 | -0.50% |
| The Home Depot, Inc. | 4.42% | 324.30 | 0.83% |
| S&P Global, Inc. | 4.29% | 433.30 | 0.50% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |