AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
-1.61%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.05%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
FT Vest US Equity Buffer ETF November
FNOV
|
$16.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$5.36M |
| 3 |
Apple
AAPL
|
$4.81M |
| 4 |
Microsoft
MSFT
|
$4.5M |
| 5 |
Amazon
AMZN
|
$4.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.56% |
| 2 | Financials | 17.06% |
| 3 | Healthcare | 10.59% |
| 4 | Consumer Discretionary | 8.33% |
| 5 | Energy | 7.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Constellation Energy
CEG
$96.2B
| $1.63M | 1.02% |
+14,972
| New | +$1.63M |
|
27
Advanced Micro Devices
AMD
$264B
| $1.6M | 1% |
+15,608
| New | +$1.6M |
|
28
Lam Research
LRCX
$127B
| $1.57M | 0.98% |
+2,506
| New | +$1.57M |
|
29
Intuitive Surgical
ISRG
$170B
| $1.56M | 0.97% |
+5,325
| New | +$1.56M |
|
30
Walmart
WMT
$774B
| $1.52M | 0.95% |
+9,517
| New | +$1.52M |
|
31
HubSpot
HUBS
$25.5B
| $1.5M | 0.94% |
+3,052
| New | +$1.5M |
|
32
Mastercard
MA
$538B
| $1.5M | 0.94% |
+3,787
| New | +$1.5M |
|
33
Novartis
NVS
$245B
| $1.5M | 0.94% |
+14,717
| New | +$1.5M |
|
34
BP
BP
$90.8B
| $1.5M | 0.93% |
+38,652
| New | +$1.5M |
|
35
Chubb
CB
$110B
| $1.48M | 0.92% |
+7,110
| New | +$1.48M |
|
36
Eaton
ETN
$136B
| $1.48M | 0.92% |
+6,923
| New | +$1.48M |
|
37
Cheniere Energy
LNG
$53.1B
| $1.46M | 0.91% |
+8,780
| New | +$1.46M |
|
38
Mizuho Financial
MFG
$82.2B
| $1.45M | 0.91% |
+422,808
| New | +$1.45M |
|
39
Gilead Sciences
GILD
$140B
| $1.45M | 0.9% |
+19,323
| New | +$1.45M |
|
40
IBM
IBM
$227B
| $1.45M | 0.9% |
+10,304
| New | +$1.45M |
|
41
UnitedHealth
UNH
$281B
| $1.44M | 0.9% |
+2,857
| New | +$1.44M |
|
42
Prudential Financial
PRU
$38.6B
| $1.43M | 0.89% |
+15,089
| New | +$1.43M |
|
43
AB InBev
BUD
$122B
| $1.43M | 0.89% |
+25,856
| New | +$1.43M |
|
44
Zoetis
ZTS
$69.3B
| $1.43M | 0.89% |
+8,193
| New | +$1.43M |
|
45
Shell
SHEL
$215B
| $1.42M | 0.89% |
+22,055
| New | +$1.42M |
|
46
Waste Connections
WCN
$47.5B
| $1.41M | 0.88% |
+10,478
| New | +$1.41M |
|
47
General Dynamics
GD
$87.3B
| $1.4M | 0.88% |
+6,348
| New | +$1.4M |
|
48
Novo Nordisk
NVO
$251B
| $1.39M | 0.87% |
+15,277
| New | +$1.39M |
|
49
Archer Daniels Midland
ADM
$30.1B
| $1.39M | 0.87% |
+18,416
| New | +$1.39M |
|
50
Delta Air Lines
DAL
$40.3B
| $1.39M | 0.87% |
+37,485
| New | +$1.39M |
|