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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.36M
3
+$4.81M
4
MSFT icon
Microsoft
MSFT
+$4.5M
5
AMZN icon
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 Change
in Stake 		Capital Flow
26
$1.63M 1.02%
+14,972
27
$1.6M 1%
+15,608
28
$1.57M 0.98%
+25,060
29
$1.56M 0.97%
+5,325
30
$1.52M 0.95%
+28,551
31
$1.5M 0.94%
+3,052
32
$1.5M 0.94%
+3,787
33
$1.5M 0.94%
+14,717
34
$1.5M 0.93%
+38,652
35
$1.48M 0.92%
+7,110
36
$1.48M 0.92%
+6,923
37
$1.46M 0.91%
+8,780
38
$1.45M 0.91%
+422,808
39
$1.45M 0.9%
+19,323
40
$1.45M 0.9%
+10,304
41
$1.44M 0.9%
+2,857
42
$1.43M 0.89%
+15,089
43
$1.43M 0.89%
+25,856
44
$1.43M 0.89%
+8,193
45
$1.42M 0.89%
+22,055
46
$1.41M 0.88%
+10,478
47
$1.4M 0.88%
+6,348
48
$1.39M 0.87%
+15,277
49
$1.39M 0.87%
+18,416
50
$1.39M 0.87%
+37,485
1
2
3 4