AA
Altman Advisors Portfolio holdings
AUM
$265M
1-Year Est. Return
30.34%
This Fund
S&P 500
1 Year Est. Return
+30.34%
AUM
$265M
AUM Growth
+$4.01M
(+1.5%)
Holding
97
Top Buys
| 1 | +$3.46M | |
| 2 | +$2.1M | |
| 3 | +$1.19M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.16M |
| 5 |
Invesco S&P SmallCap Value with Momentum ETF
XSVM
|
+$743K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$2.21M | |
| 3 | +$1.49M | |
| 4 |
AbbVie
ABBV
|
+$1.22M |
| 5 |
Lam Research
LRCX
|
+$1.14M |
Sector Composition
| 1 | Technology | 24.01% |
| 2 | Financials | 14.86% |
| 3 | Consumer Discretionary | 8.8% |
| 4 | Communication Services | 8.08% |
| 5 | Healthcare | 6.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Arista Networks
ANET
$175B
| $3.09M | 1.16% |
23,574
-228
|
|
||
27
CrowdStrike
CRWD
$107B
| $3.04M | 1.14% |
6,477
-284
|
|
||
|
28
Lam Research
LRCX
$268B
| $2.94M | 1.11% |
17,158
-7,349
|
|
||
29
IBM
IBM
$241B
| $2.92M | 1.1% |
9,846
-83
|
|
||
30
JPMorgan Chase
JPM
$792B
| $2.91M | 1.1% |
9,041
-100
|
|
||
31
Morgan Stanley
MS
$258B
| $2.91M | 1.1% |
16,408
-500
|
|
||
32
Netflix
NFLX
$419B
| $2.9M | 1.09% |
30,899
+1,529
|
|
||
33
Gilead Sciences
GILD
$180B
| $2.76M | 1.04% |
22,505
+186
|
|
||
34
Bank of America
BAC
$359B
| $2.72M | 1.03% |
49,535
-471
|
|
||
35
Visa
V
$615B
| $2.65M | 1% |
7,545
+8
|
|
||
36
3M
MMM
$84.7B
| $2.61M | 0.98% |
16,294
-256
|
|
||
37
Goldman Sachs
GS
$251B
| $2.53M | 0.95% |
2,879
-10
|
|
||
38
Oracle
ORCL
$445B
| $2.46M | 0.93% |
12,616
+21
|
|
||
39
McDonald's
MCD
$236B
| $2.42M | 0.91% |
7,915
+142
|
|
||
|
40
AbbVie
ABBV
$418B
| $2.41M | 0.91% |
10,536
-5,338
|
|
||
41
TIM SA
TIMB
$12.7B
| $2.36M | 0.89% |
121,583
+279
|
|
||
42
Novartis
NVS
$307B
| $2.36M | 0.89% |
17,112
-24
|
|
||
43
General Dynamics
GD
$99B
| $2.33M | 0.88% |
6,906
-23
|
|
||
44
Mastercard
MA
$466B
| $2.32M | 0.88% |
4,071
+13
|
|
||
45
Exxon Mobil
XOM
$628B
| $2.31M | 0.87% |
19,230
-57
|
|
||
46
Dycom Industries
DY
$11.6B
| $2.26M | 0.85% |
+6,675
|
|
||
47
Uber
UBER
$155B
| $2.25M | 0.85% |
27,589
+63
|
|
||
48
Eaton
ETN
$138B
| $2.23M | 0.84% |
6,989
-117
|
|
||
49
Johnson & Johnson
JNJ
$591B
| $2.21M | 0.83% |
10,673
-37
|
|
||
50
Intuitive Surgical
ISRG
$178B
| $2.14M | 0.81% |
3,772
+18
|
|