AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.08M
3
+$2.99M
4
BA icon
Boeing
BA
+$2.8M
5
BLK icon
Blackrock
BLK
+$2.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.78%
2 Consumer Discretionary 17.66%
3 Technology 15.85%
4 Healthcare 13.17%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.67%
+9,216
27
$1.9M 1.65%
+40,372
28
$1.9M 1.65%
+36,280
29
$1.88M 1.64%
+8,234
30
$1.86M 1.61%
+191,049
31
$1.84M 1.6%
+34,203
32
$1.82M 1.59%
+520
33
$1.8M 1.56%
+8,599
34
$1.76M 1.53%
+24,881
35
$1.75M 1.52%
+7,826
36
$1.74M 1.51%
+32,294
37
$1.67M 1.45%
+16,019
38
$1.66M 1.45%
+28,936
39
$1.6M 1.39%
+13,369
40
$1.57M 1.37%
+21,613
41
$1.48M 1.28%
+35,601
42
$1.47M 1.28%
+24,975
43
$1.47M 1.28%
+13,658
44
$1.42M 1.24%
+10,589
45
$1.42M 1.23%
+14,943
46
$1.41M 1.23%
+23,114
47
$1.41M 1.22%
+76,430
48
$1.34M 1.17%
+9,950
49
$1.27M 1.1%
+39,686
50
$1.18M 1.03%
+5,042
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