AA
Altman Advisors Portfolio holdings
AUM
$245M
1-Year Est. Return
25.74%
1 Year Est. Return
+25.74%
AUM
$245M
AUM Growth
+$27.8M
(+13%)
Holding
101
Top Buys
| 1 | +$2.42M | |
| 2 | +$2.05M | |
| 3 | +$1.92M | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$990K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$762K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.33M | |
| 3 | +$1.29M | |
| 4 |
Becton Dickinson
BDX
|
+$1.28M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Citigroup
C
$174B
| $2.67M | 1.09% |
30,979
+127
|
|
||
27
JPMorgan Chase
JPM
$810B
| $2.66M | 1.09% |
9,165
+67
|
|
||
28
Visa
V
$664B
| $2.66M | 1.09% |
7,486
-223
|
|
||
29
3M
MMM
$81.3B
| $2.59M | 1.06% |
16,869
+179
|
|
||
30
Novo Nordisk
NVO
$242B
| $2.54M | 1.04% |
36,420
+1,160
|
|
||
31
Mizuho Financial
MFG
$77.4B
| $2.53M | 1.03% |
449,892
+8,562
|
|
||
32
Uber
UBER
$192B
| $2.53M | 1.03% |
27,427
+387
|
|
||
33
Eaton
ETN
$145B
| $2.52M | 1.03% |
7,107
+71
|
|
||
34
Gilead Sciences
GILD
$152B
| $2.46M | 1% |
21,986
+716
|
|
||
35
TIM SA
TIMB
$10.5B
| $2.44M | 1% |
120,430
+1,766
|
|
||
36
UBS Group
UBS
$122B
| $2.43M | 0.99% |
71,825
+2,043
|
|
||
37
Twilio
TWLO
$16.4B
| $2.42M | 0.99% |
+20,661
|
|
||
38
Cheniere Energy
LNG
$48.1B
| $2.41M | 0.98% |
10,206
+44
|
|
||
39
Bank of America
BAC
$376B
| $2.4M | 0.98% |
49,947
+152
|
|
||
40
Morgan Stanley
MS
$252B
| $2.4M | 0.98% |
17,023
+179
|
|
||
41
Lam Research
LRCX
$178B
| $2.4M | 0.98% |
24,776
+255
|
|
||
42
Expedia Group
EXPE
$26.6B
| $2.36M | 0.96% |
13,554
+216
|
|
||
43
Arista Networks
ANET
$180B
| $2.36M | 0.96% |
23,822
+341
|
|
||
44
Intercontinental Exchange
ICE
$87.9B
| $2.36M | 0.96% |
12,953
+163
|
|
||
45
Mastercard
MA
$507B
| $2.29M | 0.94% |
4,060
+15
|
|
||
46
McDonald's
MCD
$220B
| $2.26M | 0.92% |
7,611
+191
|
|
||
47
Chubb
CB
$107B
| $2.19M | 0.89% |
7,548
+50
|
|
||
48
Waste Connections
WCN
$44.5B
| $2.12M | 0.87% |
11,412
+356
|
|
||
49
PNC Financial Services
PNC
$70.4B
| $2.12M | 0.86% |
10,993
+183
|
|
||
50
Costco
COST
$415B
| $2.11M | 0.86% |
2,141
+31
|
|