AA
Altman Advisors Portfolio holdings
AUM
$241M
1-Year Est. Return
31.3%
This Fund
S&P 500
1 Year Est. Return
+31.3%
AUM
$241M
AUM Growth
-$24.1M
(-9.1%)
Holding
99
Top Buys
| 1 | +$7.58M | |
| 2 | +$2.54M | |
| 3 | +$2.15M | |
| 4 |
GE Vernova
GEV
|
+$2.11M |
| 5 |
Coupang
CPNG
|
+$1.91M |
Top Sells
| 1 | +$7.17M | |
| 2 | +$3.49M | |
| 3 | +$3.04M | |
| 4 |
McDonald's
MCD
|
+$2.42M |
| 5 |
Intuitive Surgical
ISRG
|
+$2.14M |
Sector Composition
| 1 | Technology | 22.19% |
| 2 | Financials | 13.77% |
| 3 | Communication Services | 9.04% |
| 4 | Consumer Discretionary | 8.54% |
| 5 | Industrials | 6.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Franklin FTSE Japan ETF
FLJP
$3.81B
| $2.09M | 0.87% |
57,897
-282
|
|
||
52
Bank of America
BAC
$384B
| $2.09M | 0.86% |
42,778
-6,757
|
|
||
53
Mastercard
MA
$426B
| $2.07M | 0.86% |
4,150
+79
|
|
||
54
3M
MMM
$79.7B
| $2.07M | 0.86% |
14,273
-2,021
|
|
||
55
Uber
UBER
$147B
| $2.06M | 0.85% |
28,647
+1,058
|
|
||
56
General Dynamics
GD
$92.4B
| $2.03M | 0.84% |
5,920
-986
|
|
||
57
Yum China
YUMC
$15B
| $2M | 0.83% |
41,010
+1,065
|
|
||
58
FirstEnergy
FE
$26.4B
| $1.99M | 0.83% |
39,351
-1,807
|
|
||
59
Equinix
EQIX
$107B
| $1.99M | 0.83% |
2,033
+75
|
|
||
60
Amcor
AMCR
$17.4B
| $1.93M | 0.8% |
+48,596
|
|
||
61
Realty Income
O
$55.7B
| $1.93M | 0.8% |
31,548
-90
|
|
||
62
Pultegroup
PHM
$22.5B
| $1.89M | 0.78% |
16,038
+391
|
|
||
|
63
Coupang
CPNG
$29.7B
| $1.85M | 0.77% |
+97,787
|
|
||
64
Oracle
ORCL
$680B
| $1.76M | 0.73% |
11,979
-637
|
|
||
65
EOG Resources
EOG
$75B
| $1.74M | 0.72% |
12,008
-695
|
|
||
66
AT&T
T
$158B
| $1.73M | 0.72% |
59,620
-7,919
|
|
||
67
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.4B
| $1.66M | 0.69% |
144,374
+2,198
|
|
||
68
Unilever
UL
$119B
| $1.66M | 0.69% |
29,095
-13
|
|
||
69
Dominion Energy
D
$58.5B
| $1.63M | 0.68% |
26,358
-4,742
|
|
||
70
Alibaba
BABA
$302B
| $1.61M | 0.67% |
12,809
+73
|
|
||
71
American Tower
AMT
$90.3B
| $1.35M | 0.56% |
7,817
+653
|
|
||
72
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.8B
| $1.06M | 0.44% |
84,595
-7,826
|
|
||
73
JPMorgan US Quality Factor ETF
JQUA
$8.23B
| $727K | 0.3% |
11,853
-4,600
|
|
||
74
iShares Yield Optimized Bond ETF
BYLD
$432M
| $555K | 0.23% |
263,470
+2,574
|
|
||
75
iShares Bitcoin Trust
IBIT
$50.5B
| $539K | 0.22% |
14,029
+106
|
|