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
$109M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.26M
4
HDB icon
HDFC Bank
HDB
+$1.04M
5
WNS icon
WNS Holdings
WNS
+$958K

Top Sells

1
+$3.09M
2
+$1.43M
3
+$1.36M
4
AMT icon
American Tower
AMT
+$1.3M
5
STZ icon
Constellation Brands
STZ
+$1.3M

Sector Composition

1 Technology 13.81%
2 Financials 13.02%
3 Healthcare 12.03%
4 Consumer Discretionary 6.4%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.26%
38,993
+2,281
27
$1.35M 1.24%
13,237
+242
28
$1.35M 1.24%
+14,709
29
$1.34M 1.23%
19,145
+364
30
$1.34M 1.23%
8,730
+114
31
$1.34M 1.22%
13,111
+307
32
$1.3M 1.19%
3,765
-54
33
$1.3M 1.19%
74,058
+1,047
34
$1.29M 1.18%
10,241
+395
35
$1.28M 1.17%
28,323
+1,044
36
$1.28M 1.17%
3,788
+63
37
$1.28M 1.17%
16,535
+510
38
$1.28M 1.17%
7,866
+116
39
$1.26M 1.16%
+24,890
40
$1.26M 1.15%
14,166
+449
41
$1.24M 1.14%
12,077
+1,304
42
$1.2M 1.09%
6,848
+198
43
$1.17M 1.07%
8,312
+289
44
$1.15M 1.06%
17,936
+422
45
$1.14M 1.04%
5,101
-2,838
46
$1.12M 1.03%
2,436
+22
47
$1.11M 1.02%
11,363
+123
48
$1.1M 1.01%
17,374
+944
49
$1.06M 0.97%
21,374
+1,120
50
$1.04M 0.95%
+18,697
1
2
3 4