AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$2.19M
3
+$2.01M
4
TIMB icon
TIM SA
TIMB
+$1.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.46M

Top Sells

1
+$10.8M
2
+$8.13M
3
+$5.43M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.25M
5
PRU icon
Prudential Financial
PRU
+$1.91M

Sector Composition

1 Technology 18.95%
2 Financials 16.25%
3 Healthcare 9.16%
4 Consumer Discretionary 8.47%
5 Communication Services 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.08%
4,267
-2,425
27
$2.32M 1.07%
16,690
+76
28
$2.27M 1.04%
21,270
+317
29
$2.26M 1.04%
4,127
-57
30
$2.23M 1.03%
441,330
+391
31
$2.23M 1.03%
9,098
+61
32
$2.22M 1.02%
4,045
+58
33
$2.21M 1.02%
13,266
-186
34
$2.21M 1.02%
9,873
-65
35
$2.19M 1.01%
+27,040
36
$2.19M 1.01%
11,056
+49
37
$2.16M 0.99%
15,331
+25
38
$2.15M 0.99%
12,790
+40
39
$2.15M 0.99%
7,498
+128
40
$2.11M 0.97%
30,852
-111
41
$2.11M 0.97%
69,782
+948
42
$2.1M 0.97%
2,110
+45
43
$2.09M 0.96%
13,338
+65
44
$2.07M 0.95%
7,036
+117
45
$2M 0.92%
18,931
+225
46
$1.99M 0.92%
3,249
+47
47
$1.99M 0.92%
49,795
+905
48
$1.98M 0.91%
+118,664
49
$1.94M 0.9%
16,844
+314
50
$1.93M 0.89%
23,481
+471
1
2
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