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
$125M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$934K
3
+$820K
4
ABMD
Abiomed Inc
ABMD
+$435K
5
BA icon
Boeing
BA
+$68.4K

Top Sells

1
+$2.25M
2
+$1.7M
3
+$1.25M
4
SIVB
SVB Financial Group
SIVB
+$873K
5
IPGP icon
IPG Photonics
IPGP
+$814K

Sector Composition

1 Financials 17.99%
2 Healthcare 17.93%
3 Technology 16.81%
4 Consumer Discretionary 14.16%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.83%
6,927
+10
27
$2.25M 1.8%
9,796
-91
28
$2.22M 1.77%
11,397
-21
29
$2.09M 1.67%
34,920
+520
30
$2.03M 1.62%
6,913
+28
31
$1.97M 1.57%
21,233
+23
32
$1.93M 1.54%
7,617
+54
33
$1.92M 1.53%
65,640
-2,000
34
$1.92M 1.53%
503
-4
35
$1.9M 1.52%
23,155
-126
36
$1.89M 1.51%
30,967
+103
37
$1.86M 1.49%
151,760
+1,719
38
$1.86M 1.49%
11,304
+410
39
$1.84M 1.47%
9,711
+15
40
$1.83M 1.46%
20,177
+110
41
$1.8M 1.44%
133,608
-1,702
42
$1.79M 1.43%
6,665
+39
43
$1.78M 1.42%
+20,250
44
$1.7M 1.35%
8,783
+53
45
$1.67M 1.34%
15,461
-166
46
$1.58M 1.27%
4,862
+210
47
$1.56M 1.25%
4,820
+2,886
48
$1.23M 0.98%
24,725
-25,171
49
$1.21M 0.96%
6,123
-12
50
$1.18M 0.94%
29,620
+190
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