AA

Altman Advisors Portfolio holdings

AUM $217M
AUM
$217M
AUM Growth
-$17.5M
Cap. Flow
+$805K
Cap. Flow %
0.37%
Top 10 Hldgs %
28.78%
Holding
103
New
7
Increased
66
Reduced
18
Closed
9

Top Buys

1
$5.46M
2
$2.19M
3
$2.01M
4
$1.98M
5
$1.46M

Top Sells

1
$10.8M
2
$8.13M
3
$1.33M
4
$711K
5
$360K

Sector Composition

1Technology18.95%
2Financials16.25%
3Healthcare9.16%
4Consumer Discretionary8.47%
5Communication Services7.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.91M0.88%30,061
+892
+3%
+$56.7K
$1.88M0.87%3,650
-1,379
-27%
-$711K
$1.87M0.86%16,453
+509
+3%
+$57.8K
$1.85M0.85%6,785
+199
+3%
+$54.2K
$1.83M0.84%5,196
+143
+3%
+$50.5K
$1.83M0.84%66,137
+2,190
+3%
+$60.7K
$1.82M0.84%8,094
+252
+3%
+$56.8K
$1.76M0.81%3,807
+81
+2%
+$37.6K
$1.76M0.81%24,521
+741
+3%
+$53.1K
$1.75M0.81%30,285
+13,969
+86%
+$808K
$1.75M0.81%4,846
+34
+0.7%
+$12.3K
$1.74M0.8%2,022
+64
+3%
+$55.1K
$1.74M0.8%10,810
+281
+3%
+$45.2K
$1.73M0.8%40,350
+1,520
+4%
+$65.2K
$1.69M0.78%55,300
+1,840
+3%
+$56.2K
$1.68M0.78%30,928
+1,132
+4%
+$61.6K
$1.64M0.76%37,978
+1,353
+4%
+$58.6K
$1.63M0.75%39,231
+486
+1%
+$20.2K
$1.62M0.75%129,936
+42,047
+48%
+$524K
$1.62M0.75%10,351
+367
+4%
+$57.4K
$1.61M0.74%25,004
+838
+3%
+$54K
$1.55M0.71%1,721
+1,046
+155%
+$940K
$1.53M0.7%22,872
+972
+4%
+$65K
$1.51M0.7%13,722
+523
+4%
+$57.7K
$1.45M0.67%12,128 New
+$1.45M
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