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
$111M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.99M
3
+$2.98M
4
ABBV icon
AbbVie
ABBV
+$2.86M
5
V icon
Visa
V
+$2.75M

Top Sells

1
+$86.4M
2
+$19.5M
3
+$17.9M
4
BDX icon
Becton Dickinson
BDX
+$16.8M
5
ABMD
Abiomed Inc
ABMD
+$13.2M

Sector Composition

1 Financials 20.36%
2 Consumer Discretionary 15.6%
3 Technology 13.38%
4 Healthcare 12.62%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.99%
+10,680
27
$2.18M 1.96%
7,712
-25,142
28
$2.17M 1.95%
+73,532
29
$2.08M 1.87%
+22,256
30
$2.04M 1.83%
134,360
-331,640
31
$2.03M 1.82%
+14,579
32
$2.02M 1.82%
15,328
+7,728
33
$1.99M 1.79%
+5,314
34
$1.96M 1.76%
+13,396
35
$1.9M 1.71%
+16,267
36
$1.9M 1.71%
25,346
+16,246
37
$1.88M 1.69%
26,168
+8,569
38
$1.86M 1.68%
+15,468
39
$1.86M 1.68%
152,259
+149,659
40
$1.83M 1.65%
8,503
-659
41
$1.72M 1.55%
10,992
-11,140
42
$1.66M 1.49%
17,946
+5,567
43
$1.57M 1.41%
17,511
+13,711
44
$1.52M 1.37%
616
-7,880
45
$1.41M 1.27%
+57,644
46
$1.24M 1.11%
+7,930
47
$1.04M 0.93%
39,714
+29,621
48
$550K 0.49%
+9,120
49
$515K 0.46%
+7,600
50
$502K 0.45%
9,500
-24,309
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