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
$225M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$2.1M
4
V icon
Visa
V
+$2.07M
5
GD icon
General Dynamics
GD
+$1.96M

Top Sells

1
+$2.48M
2
+$1.71M
3
+$1.7M
4
HDB icon
HDFC Bank
HDB
+$1.45M
5
BHP icon
BHP
BHP
+$1.41M

Sector Composition

1 Technology 19.06%
2 Financials 15.08%
3 Healthcare 9.18%
4 Consumer Discretionary 6.64%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.98%
18,857
-8,051
27
$2.2M 0.98%
3,105
-10
28
$2.12M 0.94%
68,581
+669
29
$2.11M 0.94%
+7,324
30
$2.1M 0.93%
+4,243
31
$2.07M 0.92%
+7,520
32
$2.06M 0.92%
202,665
+472
33
$2.04M 0.91%
12,669
-18
34
$2.03M 0.9%
40,016
+809
35
$2M 0.89%
13,484
+194
36
$1.96M 0.87%
+6,495
37
$1.95M 0.87%
22,028
-29
38
$1.95M 0.87%
+3,947
39
$1.95M 0.87%
10,883
+54
40
$1.94M 0.86%
10,506
+56
41
$1.94M 0.86%
30,959
+2
42
$1.94M 0.86%
48,818
+409
43
$1.94M 0.86%
15,993
+128
44
$1.93M 0.86%
+4,759
45
$1.91M 0.85%
+5,016
46
$1.89M 0.84%
+15,976
47
$1.89M 0.84%
+8,967
48
$1.89M 0.84%
15,834
-33
49
$1.87M 0.83%
44,662
+718
50
$1.86M 0.83%
28,666
+68
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