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
$162M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.09M
3
+$1.56M
4
LRCX icon
Lam Research
LRCX
+$666K
5
SIVB
SVB Financial Group
SIVB
+$321K

Top Sells

1
+$16.3M
2
+$1.24M
3
+$1.23M
4
LULU icon
lululemon athletica
LULU
+$1.1M
5
STX icon
Seagate
STX
+$873K

Sector Composition

1 Technology 14.51%
2 Financials 14.01%
3 Healthcare 11.89%
4 Consumer Discretionary 6.68%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.02%
3,819
-1
27
$1.64M 1.01%
18,781
-658
28
$1.62M 1%
12,804
-1,159
29
$1.57M 0.97%
17,721
+700
30
$1.54M 0.95%
5,926
-411
31
$1.53M 0.95%
52,748
-13,956
32
$1.52M 0.94%
5,666
-455
33
$1.49M 0.92%
6,650
+151
34
$1.49M 0.92%
73,011
-5,294
35
$1.49M 0.92%
17,514
-671
36
$1.48M 0.91%
5,961
+201
37
$1.43M 0.88%
16,025
-580
38
$1.42M 0.88%
16,430
-710
39
$1.41M 0.87%
8,616
-66
40
$1.41M 0.87%
3,725
-213
41
$1.41M 0.87%
2,414
-26
42
$1.4M 0.87%
8,023
-585
43
$1.39M 0.86%
36,712
+2,945
44
$1.39M 0.86%
10,566
-1,909
45
$1.38M 0.85%
12,995
-961
46
$1.37M 0.84%
13,717
+280
47
$1.36M 0.84%
9,052
-189
48
$1.35M 0.83%
9,273
+198
49
$1.34M 0.82%
20,254
-1,602
50
$1.33M 0.82%
27,279
-951
1
2
3 4