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
$155M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.5M
3
+$2.27M
4
UL icon
Unilever
UL
+$2.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.82M

Top Sells

1
+$4.57M
2
+$2.57M
3
+$2.51M
4
DPZ icon
Domino's
DPZ
+$2.3M
5
T icon
AT&T
T
+$1.88M

Sector Composition

1 Technology 18.34%
2 Healthcare 16.3%
3 Consumer Discretionary 15.17%
4 Consumer Staples 8.89%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.47%
14,234
-646
27
$2.27M 1.47%
+26,993
28
$2.21M 1.43%
9,715
-207
29
$2.18M 1.41%
20,252
-1
30
$2.11M 1.36%
24,952
-1,496
31
$2.1M 1.36%
11,510
-694
32
$2.1M 1.35%
+37,624
33
$2.03M 1.31%
23,655
-1,416
34
$2.02M 1.31%
9,454
-62
35
$1.98M 1.28%
8,280
-2,822
36
$1.98M 1.28%
6,720
-168
37
$1.87M 1.21%
16,638
-865
38
$1.86M 1.2%
34,178
-1,461
39
$1.82M 1.17%
20,228
-1,104
40
$1.64M 1.06%
8,298
-692
41
$1.55M 1%
15,731
42
$1.44M 0.93%
3,851
-170
43
$1.44M 0.93%
3,022
-116
44
$1.38M 0.89%
5,589
-327
45
$1.37M 0.88%
6,030
+3,106
46
$1.34M 0.87%
71,184
-256
47
$1.26M 0.81%
6,506
-175
48
$1.26M 0.81%
9,315
-269
49
$1.23M 0.79%
5,187
-3,868
50
$1.23M 0.79%
5,360
-172
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2
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