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
$205M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$892K
3
+$867K
4
FE icon
FirstEnergy
FE
+$862K
5
D icon
Dominion Energy
D
+$854K

Top Sells

1
+$10.3M
2
+$1.96M
3
+$1.45M
4
AMD icon
Advanced Micro Devices
AMD
+$1.18M
5
ADM icon
Archer Daniels Midland
ADM
+$718K

Sector Composition

1 Technology 19.63%
2 Financials 16.37%
3 Healthcare 9.52%
4 Consumer Discretionary 6.92%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.01%
67,809
+1,048
27
$2.05M 1%
7,373
-1,005
28
$2.04M 1%
204,841
+5,213
29
$2.04M 0.99%
11,291
-217
30
$2.03M 0.99%
15,930
+461
31
$1.99M 0.97%
10,485
+187
32
$1.99M 0.97%
3,119
+27
33
$1.98M 0.97%
31,270
+1,002
34
$1.95M 0.95%
10,992
+2,532
35
$1.92M 0.94%
13,950
+376
36
$1.91M 0.93%
3,114
+59
37
$1.91M 0.93%
6,535
+182
38
$1.89M 0.92%
39,286
+1,282
39
$1.88M 0.91%
7,301
+165
40
$1.86M 0.91%
10,642
-3,585
41
$1.86M 0.9%
3,879
+50
42
$1.84M 0.9%
10,825
+253
43
$1.84M 0.9%
15,839
+533
44
$1.83M 0.89%
43,252
+1,369
45
$1.82M 0.89%
48,534
+17,635
46
$1.79M 0.87%
117,882
+2,507
47
$1.78M 0.87%
4,297
+1,649
48
$1.76M 0.86%
29,412
+687
49
$1.75M 0.85%
13,124
+444
50
$1.73M 0.84%
12,629
+388
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2
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