AA
Altman Advisors Portfolio holdings
AUM
$245M
1-Year Est. Return
25.74%
1 Year Est. Return
+25.74%
AUM
$217M
AUM Growth
-$17.5M
(-7.5%)
Holding
103
Top Buys
| 1 | +$5.46M | |
| 2 | +$2.19M | |
| 3 | +$2.01M | |
| 4 |
TIM SA
TIMB
|
+$1.98M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.46M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$8.13M | |
| 3 | +$5.43M | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$2.25M |
| 5 |
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
Meta Platforms (Facebook)
META
$1.83T
| $2.34M | 1.08% |
4,267
-2,425
|
|
||
27
3M
MMM
$82.1B
| $2.32M | 1.07% |
16,690
+76
|
|
||
28
Gilead Sciences
GILD
$153B
| $2.27M | 1.04% |
21,270
+317
|
|
||
29
Goldman Sachs
GS
$235B
| $2.26M | 1.04% |
4,127
-57
|
|
||
30
Mizuho Financial
MFG
$80.7B
| $2.23M | 1.03% |
441,330
+391
|
|
||
31
JPMorgan Chase
JPM
$820B
| $2.23M | 1.03% |
9,098
+61
|
|
||
32
Mastercard
MA
$508B
| $2.22M | 1.02% |
4,045
+58
|
|
||
33
TSMC
TSM
$1.57T
| $2.21M | 1.02% |
13,266
-186
|
|
||
34
Constellation Energy
CEG
$119B
| $2.21M | 1.02% |
9,873
-65
|
|
||
35
Uber
UBER
$196B
| $2.19M | 1.01% |
+27,040
|
|
||
36
Waste Connections
WCN
$44.5B
| $2.19M | 1.01% |
11,056
+49
|
|
||
37
Oracle
ORCL
$797B
| $2.16M | 0.99% |
15,331
+25
|
|
||
38
Intercontinental Exchange
ICE
$88.3B
| $2.15M | 0.99% |
12,790
+40
|
|
||
39
Chubb
CB
$107B
| $2.15M | 0.99% |
7,498
+128
|
|
||
40
Citigroup
C
$178B
| $2.11M | 0.97% |
30,852
-111
|
|
||
41
UBS Group
UBS
$121B
| $2.11M | 0.97% |
69,782
+948
|
|
||
42
Costco
COST
$414B
| $2.1M | 0.97% |
2,110
+45
|
|
||
43
Expedia Group
EXPE
$27.1B
| $2.09M | 0.96% |
13,338
+65
|
|
||
44
Eaton
ETN
$147B
| $2.07M | 0.95% |
7,036
+117
|
|
||
45
Exxon Mobil
XOM
$478B
| $2M | 0.92% |
18,931
+225
|
|
||
46
HubSpot
HUBS
$23.8B
| $1.99M | 0.92% |
3,249
+47
|
|
||
47
Bank of America
BAC
$383B
| $1.99M | 0.92% |
49,795
+905
|
|
||
|
48
TIM SA
TIMB
$10.6B
| $1.98M | 0.91% |
+118,664
|
|
||
49
Morgan Stanley
MS
$259B
| $1.94M | 0.9% |
16,844
+314
|
|
||
50
Arista Networks
ANET
$185B
| $1.93M | 0.89% |
23,481
+471
|
|