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
$118M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.34M
3
+$1.66M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.22M
5
SHOP icon
Shopify
SHOP
+$917K

Top Sells

1
+$2.45M
2
+$2.27M
3
+$1.82M
4
EA icon
Electronic Arts
EA
+$1.81M
5
CSGP icon
CoStar Group
CSGP
+$1.4M

Sector Composition

1 Financials 20.39%
2 Healthcare 16.47%
3 Technology 15.03%
4 Consumer Discretionary 13.3%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.78%
16,097
-14
27
$2.09M 1.77%
11,418
-1,806
28
$2.04M 1.73%
34,400
-23,590
29
$2.01M 1.7%
9,696
+111
30
$1.96M 1.66%
21,210
+22
31
$1.95M 1.65%
30,864
-191
32
$1.91M 1.62%
6,917
-215
33
$1.9M 1.6%
7,563
+1,974
34
$1.89M 1.6%
507
35
$1.85M 1.57%
10,894
+150
36
$1.85M 1.56%
20,067
+45
37
$1.84M 1.56%
150,041
+740
38
$1.8M 1.53%
8,292
+48
39
$1.77M 1.5%
4,652
+135
40
$1.73M 1.46%
8,730
-1,460
41
$1.71M 1.45%
59,021
+10,200
42
$1.7M 1.44%
16,368
+8,002
43
$1.68M 1.43%
6,885
+144
44
$1.66M 1.41%
+23,281
45
$1.61M 1.36%
6,626
+17
46
$1.56M 1.32%
67,640
+1,830
47
$1.56M 1.32%
7,449
+57
48
$1.53M 1.3%
15,627
+1,873
49
$1.27M 1.07%
9,357
-2
50
$1.23M 1.04%
135,310
+10,201
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