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
$104M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.86M
3
+$1.57M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
DXC icon
DXC Technology
DXC
+$868K

Top Sells

1
+$2.4M
2
+$1.93M
3
+$1.9M
4
MRK icon
Merck
MRK
+$1.84M
5
WBA
Walgreens Boots Alliance
WBA
+$1.57M

Sector Composition

1 Financials 22.07%
2 Consumer Discretionary 17.15%
3 Technology 14.43%
4 Healthcare 12.27%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.81%
8,265
+31
27
$1.88M 1.8%
36,420
+140
28
$1.86M 1.78%
+145,606
29
$1.82M 1.74%
10,219
-4,549
30
$1.82M 1.74%
25,043
+162
31
$1.8M 1.72%
26,662
-1,886
32
$1.78M 1.71%
57,644
-7,422
33
$1.75M 1.67%
32,653
+359
34
$1.72M 1.65%
7,174
+2,132
35
$1.72M 1.65%
29,701
+765
36
$1.69M 1.62%
83,250
+6,820
37
$1.66M 1.59%
7,102
-4,190
38
$1.61M 1.55%
7,907
+81
39
$1.6M 1.53%
14,368
+999
40
$1.54M 1.48%
38,095
+2,494
41
$1.52M 1.46%
10,091
+141
42
$1.49M 1.42%
16,670
+651
43
$1.48M 1.42%
10,774
+185
44
$1.47M 1.41%
525
+5
45
$1.41M 1.35%
14,016
+358
46
$1.39M 1.33%
26,710
+3,596
47
$1.31M 1.26%
25,492
+517
48
$868K 0.83%
+9,977
49
$590K 0.57%
11,380
50
$587K 0.56%
1,986
+772
1
2
3 4