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
$194M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$2.5M
3 +$1.56M
4
UBS icon
UBS Group
UBS
+$1.45M
5
DE icon
Deere & Co
DE
+$1.35M

Top Sells

1 +$4.7M
2 +$1.58M
3 +$1.35M
4
UBER icon
Uber
UBER
+$1.34M
5
MASI icon
Masimo
MASI
+$1.26M

Sector Composition

1 Technology 18.02%
2 Healthcare 12.66%
3 Consumer Discretionary 12.08%
4 Financials 10.12%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.5M 1.29%
18,309
+996
27
$2.39M 1.23%
7,239
+45
28
$2.36M 1.22%
6,302
+955
29
$2.33M 1.2%
15,405
+33
30
$2.23M 1.15%
28,317
+357
31
$1.88M 0.97%
8,472
-642
32
$1.81M 0.94%
6,010
+35
33
$1.77M 0.91%
15,431
34
$1.73M 0.89%
8,154
+39
35
$1.72M 0.89%
13,432
-8,792
36
$1.67M 0.86%
15,276
+5
37
$1.57M 0.81%
33,472
+26,272
38
$1.57M 0.81%
8,009
+4,734
39
$1.56M 0.81%
30,144
-259
40
$1.52M 0.78%
6,137
-5,455
41
$1.51M 0.78%
8,549
-8,936
42
$1.49M 0.77%
4,079
+40
43
$1.45M 0.75%
5,787
-3,068
44
$1.45M 0.75%
7,693
+31
45
$1.45M 0.75%
+74,149
46
$1.45M 0.75%
3,172
+34
47
$1.43M 0.74%
3,007
-1,282
48
$1.43M 0.74%
28,767
+252
49
$1.43M 0.74%
4,192
+20
50
$1.42M 0.73%
9,353
+90