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
$109K
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.06K
2
+$3.05K
3
+$3K
4
ABMD
Abiomed Inc
ABMD
+$2.78K
5
FRC
First Republic Bank
FRC
+$2.72K

Top Sells

1
+$3.78M
2
+$3.36M
3
+$2.46M
4
TGT icon
Target
TGT
+$2.39M
5
RTX icon
RTX Corp
RTX
+$2.33M

Sector Composition

1 Healthcare 24.05%
2 Financials 15.68%
3 Consumer Discretionary 13.78%
4 Real Estate 8.08%
5 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05K 1.88%
36,740
-5,780
27
$2.02K 1.85%
+10,326
28
$2.01K 1.85%
8,496
+7,971
29
$1.91K 1.75%
+15,067
30
$1.85K 1.7%
+7,915
31
$1.85K 1.7%
+26,258
32
$1.81K 1.67%
82,920
+13,430
33
$1.81K 1.67%
+27,102
34
$1.81K 1.66%
+294,538
35
$1.78K 1.64%
22,132
+11,358
36
$1.77K 1.63%
+14,277
37
$1.74K 1.6%
10,093
-28,002
38
$1.72K 1.58%
466,000
+382,750
39
$1.69K 1.55%
+16,128
40
$1.64K 1.51%
+14,906
41
$1.55K 1.42%
+15,852
42
$1.52K 1.4%
+14,143
43
$1.52K 1.4%
+10,860
44
$1.51K 1.39%
+38,737
45
$1.51K 1.39%
+508
46
$1.51K 1.38%
30,860
+23,686
47
$1.35K 1.24%
+16,943
48
$1.16K 1.07%
+26,076
49
$643 0.59%
11,380
-25,040
50
$525 0.48%
7,600
-7,454
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