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
$164M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.59M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M

Top Sells

1
+$3.17M
2
+$1.91M
3
+$1.62M
4
LPX icon
Louisiana-Pacific
LPX
+$1.51M
5
JD icon
JD.com
JD
+$1.37M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.12%
3 Consumer Discretionary 12.84%
4 Financials 10.02%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.57%
27,960
+588
27
$2.51M 1.53%
17,313
+9,663
28
$2.47M 1.51%
7,194
+234
29
$2.38M 1.45%
68,172
+6,118
30
$2.35M 1.43%
22,224
+548
31
$2.25M 1.37%
75,736
+312
32
$2.17M 1.32%
8,855
+61
33
$2.13M 1.3%
5,347
-60
34
$2.05M 1.25%
12,424
+160
35
$1.93M 1.18%
15,372
+217
36
$1.83M 1.12%
4,289
+90
37
$1.82M 1.11%
15,431
-300
38
$1.81M 1.11%
15,271
-270
39
$1.76M 1.08%
8,115
-207
40
$1.61M 0.98%
5,975
-11,752
41
$1.6M 0.98%
+30,403
42
$1.57M 0.96%
3,138
-55
43
$1.53M 0.94%
7,662
+18
44
$1.49M 0.91%
9,263
+336
45
$1.49M 0.91%
4,172
+57
46
$1.46M 0.89%
10,472
+422
47
$1.45M 0.89%
8,944
-9,952
48
$1.34M 0.82%
37,163
+460
49
$1.33M 0.81%
28,515
+1,479
50
$1.32M 0.81%
4,515
-13
1
2
3 4