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
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$439K
3
+$255K
4
KMB icon
Kimberly-Clark
KMB
+$147K
5
EQIX icon
Equinix
EQIX
+$69.5K

Top Sells

1
+$5.31M
2
+$2M
3
+$1.8M
4
WORK
Slack Technologies, Inc.
WORK
+$890K
5
JD icon
JD.com
JD
+$886K

Sector Composition

1 Healthcare 28.41%
2 Technology 18.41%
3 Consumer Discretionary 13.64%
4 Consumer Staples 10.51%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.75%
5,584
+2,801
27
$2.05M 1.74%
35,428
+626
28
$2.02M 1.72%
16,915
+169
29
$2.01M 1.71%
8,598
+67
30
$1.96M 1.66%
6,459
+14
31
$1.86M 1.58%
81,648
+2,800
32
$1.86M 1.58%
19,793
+443
33
$1.79M 1.52%
8,982
+190
34
$1.75M 1.49%
15,679
+223
35
$1.68M 1.43%
24,974
+617
36
$1.64M 1.39%
9,344
+56
37
$1.56M 1.33%
6,874
+108
38
$1.51M 1.28%
140,363
-8,045
39
$1.47M 1.25%
15,747
-351
40
$1.37M 1.16%
3,141
-21
41
$1.36M 1.16%
14,920
-668
42
$1.23M 1.05%
9,325
+424
43
$1.23M 1.04%
8,686
+1,041
44
$1.21M 1.03%
5,305
-211
45
$1.21M 1.03%
33,829
+480
46
$1.18M 1.01%
26,479
+861
47
$1.13M 0.96%
5,955
+87
48
$1.12M 0.95%
5,846
+214
49
$1.1M 0.94%
35,509
-57
50
$1.1M 0.94%
9,678
+238
1
2
3 4