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
$235M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$2.25M
3
+$1.76M
4
LRCX icon
Lam Research
LRCX
+$1.72M
5
T icon
AT&T
T
+$1.46M

Top Sells

1
+$1.69M
2
+$1.38M
3
+$1.34M
4
BUD icon
AB InBev
BUD
+$808K
5
LLY icon
Eli Lilly
LLY
+$720K

Sector Composition

1 Technology 19.94%
2 Financials 15.34%
3 Consumer Discretionary 8.29%
4 Healthcare 7.69%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.02%
4,184
-59
27
$2.35M 1%
200,524
-2,141
28
$2.34M 1%
38,745
-1,271
29
$2.3M 0.98%
6,919
-103
30
$2.27M 0.97%
6,623
+31
31
$2.26M 0.96%
10,278
-235
32
$2.25M 0.96%
+19,190
33
$2.23M 0.95%
3,202
-3
34
$2.22M 0.95%
9,938
-3,055
35
$2.18M 0.93%
30,963
+4
36
$2.17M 0.93%
10,119
+70
37
$2.17M 0.92%
9,037
+70
38
$2.16M 0.92%
440,939
-3,104
39
$2.15M 0.92%
48,890
+72
40
$2.14M 0.91%
16,614
+146
41
$2.1M 0.9%
3,987
+40
42
$2.09M 0.89%
68,834
+253
43
$2.08M 0.89%
16,530
-51
44
$2.04M 0.87%
7,370
+46
45
$2.03M 0.87%
10,529
+23
46
$2.01M 0.86%
18,706
-151
47
$1.94M 0.83%
20,953
+78
48
$1.91M 0.81%
16,087
+94
49
$1.9M 0.81%
12,750
+81
50
$1.89M 0.81%
2,065
+15
1
2
3 4