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
$91.2M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$1.95M
3
+$1.73M
4
SHW icon
Sherwin-Williams
SHW
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.46M

Top Sells

1
+$2.59M
2
+$2.43M
3
+$2.36M
4
LRCX icon
Lam Research
LRCX
+$2.04M
5
MAR icon
Marriott International
MAR
+$2.02M

Sector Composition

1 Financials 21.19%
2 Consumer Discretionary 12.88%
3 Healthcare 12.37%
4 Communication Services 9.33%
5 Technology 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.86%
140,872
-11,387
27
$1.7M 1.86%
25,673
-8,176
28
$1.69M 1.86%
15,561
-2,528
29
$1.67M 1.83%
10,476
-2,920
30
$1.54M 1.69%
10,450
-542
31
$1.46M 1.6%
+14,398
32
$1.39M 1.53%
+7,387
33
$1.38M 1.52%
22,538
-9,814
34
$1.36M 1.49%
26,039
-129
35
$1.35M 1.48%
+5,964
36
$1.33M 1.46%
5,446
-2,266
37
$1.32M 1.45%
8,210
-293
38
$1.28M 1.4%
524
-92
39
$1.27M 1.4%
+5,066
40
$1.2M 1.31%
57,644
41
$1.18M 1.29%
6,185
-1,095
42
$1.14M 1.24%
14,388
-1,080
43
$1.1M 1.2%
11,274
-3,305
44
$1.03M 1.13%
3,842
-1,472
45
$1M 1.1%
18,805
-3,451
46
$917K 1.01%
8,096
+166
47
$833K 0.91%
12,995
-4,516
48
$688K 0.75%
+85,814
49
$685K 0.75%
132,489
-165,463
50
$485K 0.53%
9,280
+160
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