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
$177M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.99M
3
+$2.74M
4
DOCU icon
DocuSign
DOCU
+$2.43M
5
LPX icon
Louisiana-Pacific
LPX
+$2.36M

Top Sells

1
+$5.85M
2
+$3.56M
3
+$2.5M
4
UL icon
Unilever
UL
+$2.1M
5
CHGG icon
Chegg
CHGG
+$2.03M

Sector Composition

1 Technology 21.87%
2 Healthcare 15.77%
3 Consumer Discretionary 15.32%
4 Financials 7.01%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.52%
21,541
+1,289
27
$2.69M 1.52%
11,785
+570
28
$2.66M 1.5%
18,709
+1,437
29
$2.64M 1.49%
11,262
+692
30
$2.52M 1.42%
6,960
+240
31
$2.46M 1.39%
8,780
+500
32
$2.46M 1.39%
15,208
+974
33
$2.4M 1.36%
26,376
+1,424
34
$2.36M 1.33%
+42,106
35
$2.33M 1.31%
10,703
+988
36
$2.32M 1.31%
10,603
+1,149
37
$2.22M 1.26%
8,474
+176
38
$2.2M 1.24%
30,669
+3,676
39
$2.09M 1.18%
+30,125
40
$2.04M 1.15%
15,727
+1,039
41
$2.04M 1.15%
5,934
+345
42
$2.02M 1.14%
4,099
+248
43
$2.01M 1.13%
3,191
+169
44
$1.9M 1.08%
15,731
45
$1.78M 1.01%
75,840
+4,656
46
$1.78M 1%
6,361
+331
47
$1.7M 0.96%
2,590
+188
48
$1.68M 0.95%
15,609
+905
49
$1.67M 0.94%
4,354
-2,985
50
$1.64M 0.93%
4,025
+261
1
2
3 4