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
$141M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.43M
3
+$2.42M
4
CRWD icon
CrowdStrike
CRWD
+$1.7M
5
DDOG icon
Datadog
DDOG
+$1.53M

Top Sells

1
+$3.39M
2
+$2.31M
3
+$1.76M
4
DIS icon
Walt Disney
DIS
+$1.75M
5
GILD icon
Gilead Sciences
GILD
+$1.56M

Sector Composition

1 Technology 21.06%
2 Healthcare 20.4%
3 Consumer Discretionary 14.4%
4 Consumer Staples 8.87%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.62%
26,048
+396
27
$2.16M 1.53%
20,972
+448
28
$2.07M 1.46%
19,909
+116
29
$2.01M 1.43%
8,865
+267
30
$1.87M 1.32%
9,358
+376
31
$1.87M 1.32%
9,852
+508
32
$1.83M 1.3%
85,178
+3,530
33
$1.82M 1.29%
12,720
+9,180
34
$1.81M 1.28%
25,378
+404
35
$1.81M 1.28%
6,899
+25
36
$1.76M 1.25%
17,726
-17,702
37
$1.74M 1.23%
14,995
+75
38
$1.7M 1.2%
+12,365
39
$1.55M 1.1%
3,157
+16
40
$1.53M 1.08%
+14,963
41
$1.48M 1.05%
10,042
+1,356
42
$1.46M 1.03%
136,353
-4,010
43
$1.45M 1.03%
26,523
+44
44
$1.43M 1.02%
9,112
-14,681
45
$1.42M 1.01%
6,012
+57
46
$1.38M 0.98%
15,742
-5
47
$1.32M 0.93%
36,109
+600
48
$1.31M 0.93%
5,540
+235
49
$1.3M 0.92%
5,918
+72
50
$1.27M 0.9%
+3,872
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