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
$176M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.47M
3
+$1.05M
4
META icon
Meta Platforms (Facebook)
META
+$494K
5
MSFT icon
Microsoft
MSFT
+$424K

Top Sells

1
+$2.86M
2
+$2.05M
3
+$1.99M
4
DXCM icon
DexCom
DXCM
+$1.92M
5
GD icon
General Dynamics
GD
+$1.91M

Sector Composition

1 Technology 22.72%
2 Financials 13.38%
3 Communication Services 6.81%
4 Consumer Discretionary 6.57%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.2%
3,115
+1
27
$2.04M 1.16%
23,336
-12,376
28
$2.01M 1.14%
67,912
+103
29
$1.99M 1.13%
29,408
-4
30
$1.96M 1.12%
30,957
-313
31
$1.95M 1.11%
11,369
+78
32
$1.93M 1.09%
48,409
-125
33
$1.9M 1.08%
10,829
+4
34
$1.89M 1.08%
22,057
+129
35
$1.86M 1.06%
39,207
-79
36
$1.86M 1.06%
15,865
+26
37
$1.86M 1.06%
439,438
-4,059
38
$1.82M 1.04%
10,533
+48
39
$1.74M 0.99%
12,687
+58
40
$1.72M 0.98%
43,944
+692
41
$1.71M 0.97%
48,802
-250
42
$1.7M 0.97%
117,613
-269
43
$1.67M 0.95%
13,290
+166
44
$1.67M 0.95%
23,195
-242
45
$1.66M 0.95%
+16,277
46
$1.66M 0.94%
15,566
+50
47
$1.63M 0.93%
11,032
+40
48
$1.62M 0.92%
10,450
+182
49
$1.6M 0.91%
12,731
+85
50
$1.59M 0.9%
27,319
+142
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