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
$119M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.01M
3
+$1.13M
4
NEE icon
NextEra Energy
NEE
+$984K
5
PYPL icon
PayPal
PYPL
+$958K

Top Sells

1
+$2.89M
2
+$2.17M
3
+$1.58M
4
CBOE icon
Cboe Global Markets
CBOE
+$969K
5
ICE icon
Intercontinental Exchange
ICE
+$335K

Sector Composition

1 Financials 19.11%
2 Technology 14.25%
3 Consumer Discretionary 13.59%
4 Healthcare 12.87%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.77%
7,132
+87
27
$2.07M 1.74%
28,460
+894
28
$2.04M 1.71%
9,960
+144
29
$2.02M 1.7%
13,224
+210
30
$2.01M 1.69%
10,190
-19
31
$2.01M 1.69%
+8,244
32
$2M 1.68%
36,980
+480
33
$1.94M 1.63%
5,589
+47
34
$1.91M 1.61%
20,022
+9,103
35
$1.9M 1.6%
149,301
-361
36
$1.89M 1.59%
6,609
-806
37
$1.89M 1.59%
9,585
+1,127
38
$1.88M 1.58%
6,741
+2,258
39
$1.82M 1.53%
21,188
-3,901
40
$1.82M 1.53%
12,542
+105
41
$1.81M 1.52%
17,851
+806
42
$1.8M 1.51%
13,754
+203
43
$1.76M 1.48%
4,793
+37
44
$1.71M 1.44%
507
-38
45
$1.66M 1.39%
7,392
+54
46
$1.64M 1.38%
4,517
+240
47
$1.48M 1.25%
48,821
+25,863
48
$1.44M 1.21%
9,359
+305
49
$1.24M 1.04%
65,810
+1,120
50
$1.22M 1.02%
57,644
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