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
$108M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.09M
3
+$1.84M
4
CELG
Celgene Corp
CELG
+$1.66M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.62M

Top Sells

1
+$3.04M
2
+$2.3M
3
+$1.95M
4
BA icon
Boeing
BA
+$1.61M
5
OXY icon
Occidental Petroleum
OXY
+$1.38M

Sector Composition

1 Financials 18.58%
2 Healthcare 14.47%
3 Consumer Discretionary 13.47%
4 Technology 12.9%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.85%
72,898
+1,347
27
$1.97M 1.81%
16,676
+2,278
28
$1.93M 1.78%
9,816
-4,432
29
$1.93M 1.78%
5,542
+96
30
$1.91M 1.76%
25,089
-201
31
$1.89M 1.74%
149,662
+8,790
32
$1.88M 1.73%
7,045
+1,081
33
$1.87M 1.72%
13,014
+9
34
$1.84M 1.7%
+7,415
35
$1.83M 1.69%
13,551
+2,277
36
$1.8M 1.66%
10,209
-241
37
$1.76M 1.62%
15,863
-376
38
$1.73M 1.6%
17,045
+2,657
39
$1.7M 1.56%
4,756
+914
40
$1.63M 1.5%
7,338
+1,153
41
$1.63M 1.5%
4,277
-4,227
42
$1.58M 1.45%
24,515
+5,710
43
$1.51M 1.39%
545
+21
44
$1.48M 1.37%
8,458
+248
45
$1.41M 1.3%
+29,252
46
$1.37M 1.27%
9,054
+958
47
$1.28M 1.18%
57,644
48
$1.16M 1.07%
+64,690
49
$1.16M 1.07%
+4,483
50
$967K 0.89%
+10,919
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