AA

Altman Advisors Portfolio holdings

AUM $245M
1-Year Est. Return 25.74%
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$1.63M
2 +$1.33M
3 +$1.29M
4
BDX icon
Becton Dickinson
BDX
+$1.28M
5
TGT icon
Target
TGT
+$1.19M

Sector Composition

1 Technology 23.41%
2 Financials 15.67%
3 Consumer Discretionary 8.31%
4 Communication Services 7.3%
5 Healthcare 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEUR icon
1
iShares Core MSCI Europe ETF
IEUR
$6.81B
$15.1M 6.18%
228,774
+10,300
NVDA icon
2
NVIDIA
NVDA
$4.46T
$10.2M 4.15%
66,327
+13,400
AMZN icon
3
Amazon
AMZN
$2.27T
$7.66M 3.13%
34,752
+681
MSFT icon
4
Microsoft
MSFT
$3.82T
$7.55M 3.09%
15,353
+136
AAPL icon
5
Apple
AAPL
$3.74T
$7.3M 2.98%
35,128
+1,056
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.06T
$6.3M 2.57%
35,840
+586
IEF icon
7
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$5.63M 2.3%
59,100
+2,263
AVGO icon
8
Broadcom
AVGO
$1.65T
$4.92M 2.01%
18,589
-50
IAU icon
9
iShares Gold Trust
IAU
$64.3B
$4.7M 1.92%
85,454
+321
XSVM icon
10
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$565M
$4.66M 1.9%
87,447
+2,373
FNOV icon
11
FT Vest US Equity Buffer ETF November
FNOV
$999M
$4.42M 1.81%
114,531
+13,640
NFLX icon
12
Netflix
NFLX
$510B
$3.8M 1.55%
2,935
+23
WMT icon
13
Walmart
WMT
$859B
$3.7M 1.51%
37,624
+196
CBOE icon
14
Cboe Global Markets
CBOE
$25.1B
$3.58M 1.46%
15,431
CRWD icon
15
CrowdStrike
CRWD
$122B
$3.33M 1.36%
6,776
+67
ORCL icon
16
Oracle
ORCL
$830B
$3.33M 1.36%
15,217
-114
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.28M 1.34%
6,709
+59
META icon
18
Meta Platforms (Facebook)
META
$1.8T
$3.09M 1.26%
4,303
+36
CEG icon
19
Constellation Energy
CEG
$121B
$3.07M 1.25%
9,968
+95
ABBV icon
20
AbbVie
ABBV
$406B
$3M 1.23%
15,790
+341
TSM icon
21
TSMC
TSM
$1.53T
$2.97M 1.21%
13,216
-50
FLIN icon
22
Franklin FTSE India ETF
FLIN
$2.53B
$2.89M 1.18%
72,290
+1,572
IBM icon
23
IBM
IBM
$262B
$2.88M 1.18%
9,895
-168
MUFG icon
24
Mitsubishi UFJ Financial
MUFG
$171B
$2.76M 1.13%
200,883
+2,121
TSLA icon
25
Tesla
TSLA
$1.46T
$2.75M 1.12%
9,158
+44