AA

Altman Advisors Portfolio holdings

AUM $217M
AUM
$217M
AUM Growth
-$17.5M
Cap. Flow
+$805K
Cap. Flow %
0.37%
Top 10 Hldgs %
28.78%
Holding
103
New
7
Increased
66
Reduced
18
Closed
9

Top Buys

1
$5.46M
2
$2.19M
3
$2.01M
4
$1.98M
5
$1.46M

Top Sells

1
$10.8M
2
$8.13M
3
$1.33M
4
$711K
5
$360K

Sector Composition

1Technology18.95%
2Financials16.25%
3Healthcare9.16%
4Consumer Discretionary8.47%
5Communication Services7.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.34M1.08%4,267
-2,425
-36%
-$1.33M
$2.32M1.07%16,690
+76
+0.5%
+$10.6K
$2.27M1.04%21,270
+317
+2%
+$33.8K
$2.26M1.04%4,127
-57
-1%
-$31.2K
$2.23M1.03%441,330
+391
+0.1%
+$1.98K
$2.23M1.03%9,098
+61
+0.7%
+$14.9K
$2.22M1.02%4,045
+58
+1%
+$31.8K
$2.21M1.02%13,266
-186
-1%
-$31K
$2.21M1.02%9,873
-65
-0.7%
-$14.5K
$2.19M1.01%27,040 New
+$2.19M
$2.19M1.01%11,056
+49
+0.5%
+$9.68K
$2.16M0.99%15,331
+25
+0.2%
+$3.52K
$2.15M0.99%12,790
+40
+0.3%
+$6.72K
$2.15M0.99%7,498
+128
+2%
+$36.6K
$2.11M0.97%30,852
-111
-0.4%
-$7.59K
$2.11M0.97%69,782
+948
+1%
+$28.7K
$2.1M0.97%2,110
+45
+2%
+$44.8K
$2.09M0.96%13,338
+65
+0.5%
+$10.2K
$2.07M0.95%7,036
+117
+2%
+$34.4K
$2M0.92%18,931
+225
+1%
+$23.8K
$1.99M0.92%3,249
+47
+1%
+$28.7K
$1.99M0.92%49,795
+905
+2%
+$36.1K
$1.98M0.91%118,664 New
+$1.98M
$1.94M0.9%16,844
+314
+2%
+$36.2K
$1.93M0.89%23,481
+471
+2%
+$38.7K
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