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
$159M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$1.62M
3
+$1.22M
4
DOCT icon
FT Vest US Equity Deep Buffer ETF October
DOCT
+$750K
5
AAPL icon
Apple
AAPL
+$744K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$1.05M
4
CVS icon
CVS Health
CVS
+$1.03M
5
CSCO icon
Cisco
CSCO
+$893K

Sector Composition

1 Technology 21.12%
2 Healthcare 17.93%
3 Consumer Discretionary 15.77%
4 Consumer Staples 7.63%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.57%
6,641
+21
27
$2.49M 1.56%
11,102
+1,645
28
$2.41M 1.51%
17,331
+164
29
$2.38M 1.49%
26,448
-75
30
$2.33M 1.47%
14,111
-1,953
31
$2.3M 1.44%
5,991
+298
32
$2.27M 1.42%
25,071
-307
33
$2.21M 1.39%
9,055
+190
34
$2.17M 1.36%
9,922
+70
35
$2.08M 1.3%
20,253
+344
36
$2.06M 1.29%
9,516
+158
37
$1.97M 1.24%
21,332
+360
38
$1.88M 1.18%
6,888
-11
39
$1.88M 1.18%
86,341
+1,163
40
$1.82M 1.14%
35,639
-470
41
$1.61M 1.01%
5,916
-96
42
$1.59M 1%
8,990
-122
43
$1.57M 0.99%
3,138
-19
44
$1.49M 0.93%
5,532
-8
45
$1.48M 0.93%
15,047
+84
46
$1.47M 0.92%
15,731
-11
47
$1.45M 0.91%
27,093
+22,742
48
$1.45M 0.91%
4,021
+54
49
$1.42M 0.89%
6,681
-55
50
$1.38M 0.86%
9,584
+175
1
2
3 4