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
$191M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.54M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.47M

Top Sells

1
+$3.25M
2
+$1.14M
3
+$1.09M
4
HDB icon
HDFC Bank
HDB
+$741K
5
UL icon
Unilever
UL
+$739K

Sector Composition

1 Technology 18.34%
2 Financials 14.47%
3 Healthcare 9.34%
4 Consumer Discretionary 7.86%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.96%
3,082
-123
27
$1.84M 0.96%
41,883
+455
28
$1.8M 0.94%
5,323
-2
29
$1.8M 0.94%
3,092
+40
30
$1.78M 0.94%
11,508
+153
31
$1.74M 0.91%
16,513
-533
32
$1.74M 0.91%
14,872
-100
33
$1.72M 0.9%
199,628
+1,705
34
$1.72M 0.9%
21,357
+159
35
$1.69M 0.89%
26,194
+338
36
$1.69M 0.89%
+34,130
37
$1.68M 0.88%
13,574
+264
38
$1.68M 0.88%
10,298
-6
39
$1.68M 0.88%
6,981
+58
40
$1.68M 0.88%
13,875
+102
41
$1.65M 0.87%
6,353
+5
42
$1.63M 0.86%
8,284
+91
43
$1.63M 0.86%
3,829
+42
44
$1.61M 0.85%
7,136
+26
45
$1.6M 0.84%
15,469
+192
46
$1.59M 0.83%
23,267
+487
47
$1.59M 0.83%
15,306
+217
48
$1.58M 0.83%
10,572
+94
49
$1.57M 0.82%
12,241
+232
50
$1.56M 0.82%
4,506
+68
1
2
3 4 5