AA
Altman Advisors Portfolio holdings
AUM
$265M
1-Year Est. Return
30.34%
This Fund
S&P 500
1 Year Est. Return
+30.34%
AUM
$265M
AUM Growth
+$4.01M
(+1.5%)
Holding
97
Top Buys
| 1 | +$3.46M | |
| 2 | +$2.1M | |
| 3 | +$1.19M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.16M |
| 5 |
Invesco S&P SmallCap Value with Momentum ETF
XSVM
|
+$743K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$2.21M | |
| 3 | +$1.49M | |
| 4 |
AbbVie
ABBV
|
+$1.22M |
| 5 |
Lam Research
LRCX
|
+$1.14M |
Sector Composition
| 1 | Technology | 24.01% |
| 2 | Financials | 14.86% |
| 3 | Consumer Discretionary | 8.8% |
| 4 | Communication Services | 8.08% |
| 5 | Healthcare | 6.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Intercontinental Exchange
ICE
$93.1B
| $2.13M | 0.8% |
13,149
+103
|
|
||
52
Advanced Micro Devices
AMD
$325B
| $2.09M | 0.79% |
9,771
-364
|
|
||
53
Southern Copper
SCCO
$158B
| $2.03M | 0.77% |
14,270
-727
|
|
||
54
Franklin FTSE Japan ETF
FLJP
$3B
| $2M | 0.76% |
58,179
+393
|
|
||
55
Waste Connections
WCN
$43.4B
| $1.99M | 0.75% |
11,372
-167
|
|
||
56
Cheniere Energy
LNG
$53.7B
| $1.97M | 0.74% |
10,110
-121
|
|
||
57
Shell
SHEL
$234B
| $1.94M | 0.73% |
26,448
+164
|
|
||
58
Cognizant
CTSH
$31.1B
| $1.93M | 0.73% |
23,313
+167
|
|
||
59
Yum China
YUMC
$18.5B
| $1.91M | 0.72% |
39,945
+332
|
|
||
60
Unilever
UL
$147B
| $1.9M | 0.72% |
29,108
+1,185
|
|
||
61
Alibaba
BABA
$311B
| $1.87M | 0.7% |
12,736
+22
|
|
||
62
Costco
COST
$436B
| $1.87M | 0.7% |
2,163
+8
|
|
||
63
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.5B
| $1.85M | 0.7% |
142,176
+3,512
|
|
||
64
FirstEnergy
FE
$29.4B
| $1.84M | 0.69% |
41,158
-124
|
|
||
65
Pultegroup
PHM
$25.4B
| $1.83M | 0.69% |
15,647
+166
|
|
||
66
Deere & Co
DE
$166B
| $1.82M | 0.69% |
3,915
+22
|
|
||
67
Dominion Energy
D
$55.4B
| $1.82M | 0.69% |
31,100
-683
|
|
||
68
Realty Income
O
$61.5B
| $1.78M | 0.67% |
31,638
+124
|
|
||
69
Home Depot
HD
$360B
| $1.68M | 0.63% |
4,877
-96
|
|
||
70
AT&T
T
$203B
| $1.68M | 0.63% |
67,539
-473
|
|
||
71
Tesla
TSLA
$1.52T
| $1.61M | 0.61% |
3,583
-2
|
|
||
72
HubSpot
HUBS
$14.7B
| $1.59M | 0.6% |
3,962
+610
|
|
||
73
Equinix
EQIX
$95.2B
| $1.5M | 0.57% |
1,958
-117
|
|
||
74
Petrobras
PBR
$108B
| $1.46M | 0.55% |
122,811
-8,483
|
|
||
75
EOG Resources
EOG
$70.3B
| $1.33M | 0.5% |
12,703
-1,418
|
|