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
$176M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.46M
3
+$1.4M
4
MS icon
Morgan Stanley
MS
+$1.36M
5
ORCL icon
Oracle
ORCL
+$1.35M

Top Sells

1
+$2.12M
2
+$1.61M
3
+$1.55M
4
MA icon
Mastercard
MA
+$1.53M
5
ENPH icon
Enphase Energy
ENPH
+$1.41M

Sector Composition

1 Technology 18.18%
2 Healthcare 11.09%
3 Financials 10.43%
4 Consumer Discretionary 10.42%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.93%
15,366
-39
27
$1.6M 0.91%
6,117
-20
28
$1.6M 0.91%
21,917
+17,524
29
$1.57M 0.89%
18,283
-18,817
30
$1.54M 0.88%
5,769
-18
31
$1.52M 0.87%
30,640
+496
32
$1.52M 0.87%
15,328
+52
33
$1.48M 0.84%
6,045
-17
34
$1.46M 0.83%
8,469
-80
35
$1.46M 0.83%
+22,166
36
$1.44M 0.82%
6,057
+47
37
$1.4M 0.8%
+16,947
38
$1.4M 0.8%
3,825
-245
39
$1.38M 0.78%
12,805
+6,060
40
$1.38M 0.78%
7,700
+7
41
$1.36M 0.78%
12,721
-19,765
42
$1.36M 0.77%
5,988
+588
43
$1.36M 0.77%
+16,246
44
$1.36M 0.77%
17,089
-11,228
45
$1.35M 0.77%
46,134
+361
46
$1.35M 0.77%
6,110
-192
47
$1.35M 0.77%
+17,706
48
$1.34M 0.77%
9,189
-164
49
$1.34M 0.76%
10,230
-11,821
50
$1.34M 0.76%
+40,900
1
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