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
$181M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.42M
3
+$1.3M
4
JPM icon
JPMorgan Chase
JPM
+$1.3M
5
MRNA icon
Moderna
MRNA
+$1.14M

Top Sells

1
+$14.9M
2
+$3.9M
3
+$3.38M
4
AMGN icon
Amgen
AMGN
+$2.69M
5
GLD icon
SPDR Gold Trust
GLD
+$2.46M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 16.06%
3 Healthcare 15.71%
4 Financials 7.5%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.54%
11,873
+92
27
$2.7M 1.5%
18,896
+187
28
$2.67M 1.48%
7,964
+39
29
$2.65M 1.47%
27,372
+273
30
$2.53M 1.4%
15,155
-572
31
$2.51M 1.39%
42,605
+499
32
$2.48M 1.37%
8,794
+14
33
$2.4M 1.33%
31,608
+5,232
34
$2.39M 1.32%
10,759
+156
35
$2.37M 1.31%
10,922
+219
36
$2.21M 1.22%
6,826
-134
37
$2.16M 1.2%
8,322
-152
38
$2.13M 1.18%
17,727
+11,793
39
$2.1M 1.17%
+62,054
40
$2.08M 1.15%
3,193
+2
41
$2.08M 1.15%
15,731
42
$1.93M 1.07%
75,424
-416
43
$1.89M 1.05%
4,054
+29
44
$1.87M 1.03%
15,541
-68
45
$1.74M 0.96%
6,597
+45
46
$1.66M 0.92%
4,115
+16
47
$1.65M 0.91%
7,644
+73
48
$1.64M 0.91%
5,790
+33
49
$1.63M 0.9%
6,406
+45
50
$1.61M 0.89%
36,703
+228
1
2
3 4