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
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.31M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.84M
5
RMD icon
ResMed
RMD
+$1.84M

Top Sells

1
+$3.1M
2
+$2.56M
3
+$2.22M
4
LRCX icon
Lam Research
LRCX
+$1.92M
5
NVR icon
NVR
NVR
+$1.92M

Sector Composition

1 Healthcare 26.37%
2 Technology 15.77%
3 Communication Services 11.48%
4 Consumer Discretionary 11.05%
5 Consumer Staples 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.71%
+12,484
27
$1.84M 1.71%
+6,445
28
$1.8M 1.67%
+35,545
29
$1.74M 1.61%
+78,848
30
$1.73M 1.61%
+6,105
31
$1.69M 1.56%
40,420
+10,800
32
$1.59M 1.47%
148,408
-3,352
33
$1.5M 1.39%
19,350
-827
34
$1.49M 1.39%
15,456
-607
35
$1.44M 1.33%
16,098
-8,306
36
$1.37M 1.27%
8,792
+9
37
$1.33M 1.24%
9,288
-423
38
$1.13M 1.05%
6,766
+5,427
39
$1.09M 1.01%
+16,196
40
$1.01M 0.93%
3,162
-3,765
41
$993K 0.92%
35,566
+7,985
42
$991K 0.92%
+15,588
43
$978K 0.91%
+7,645
44
$977K 0.91%
+5,516
45
$969K 0.9%
5,868
-255
46
$960K 0.89%
+25,618
47
$960K 0.89%
+33,349
48
$944K 0.88%
+6,798
49
$924K 0.86%
+34,802
50
$913K 0.85%
+19,964
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