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
$158M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.17M
4
QCOM icon
Qualcomm
QCOM
+$1.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$808K

Top Sells

1
+$60.8M
2
+$2.35M
3
+$1.36M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
LPX icon
Louisiana-Pacific
LPX
+$1.21M

Sector Composition

1 Technology 15.88%
2 Financials 12.3%
3 Healthcare 11.23%
4 Consumer Discretionary 9.25%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.92%
6,175
+65
27
$1.43M 0.9%
18,185
-98
28
$1.41M 0.89%
6,121
+4
29
$1.41M 0.89%
8,608
+139
30
$1.41M 0.89%
6,123
+78
31
$1.39M 0.87%
10,250
+20
32
$1.38M 0.87%
17,140
+193
33
$1.35M 0.85%
15,229
-137
34
$1.34M 0.84%
11,835
+9,935
35
$1.32M 0.83%
12,475
-330
36
$1.31M 0.83%
16,605
+359
37
$1.3M 0.82%
29,782
-858
38
$1.27M 0.8%
3,820
-21
39
$1.27M 0.8%
21,856
-61
40
$1.26M 0.79%
8,463
+331
41
$1.25M 0.79%
5,847
+78
42
$1.24M 0.78%
43,540
-2,594
43
$1.24M 0.78%
2,440
-945
44
$1.22M 0.77%
5,760
-228
45
$1.22M 0.77%
28,230
-558
46
$1.2M 0.76%
+19,439
47
$1.2M 0.76%
8,085
+385
48
$1.19M 0.75%
6,337
+280
49
$1.18M 0.75%
+6,499
50
$1.17M 0.74%
10,140
-111
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2
3 4