AA
Altman Advisors Portfolio holdings
AUM
$245M
1-Year Est. Return
25.74%
1 Year Est. Return
+25.74%
AUM
$245M
AUM Growth
+$27.8M
(+13%)
Holding
101
Top Buys
| 1 | +$2.42M | |
| 2 | +$2.05M | |
| 3 | +$1.92M | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$990K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$762K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.33M | |
| 3 | +$1.29M | |
| 4 |
Becton Dickinson
BDX
|
+$1.28M |
| 5 |
Target
TGT
|
+$1.19M |
Sector Composition
| 1 | Technology | 23.41% |
| 2 | Financials | 15.67% |
| 3 | Consumer Discretionary | 8.31% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$479B
| $2.09M | 0.86% |
19,166
+235
|
|
||
52
Novartis
NVS
$254B
| $2.09M | 0.85% |
17,000
+547
|
|
||
53
General Dynamics
GD
$89.1B
| $2.03M | 0.83% |
6,907
+122
|
|
||
54
Goldman Sachs
GS
$232B
| $2.03M | 0.83% |
2,876
-1,251
|
|
||
55
Intuitive Surgical
ISRG
$160B
| $2M | 0.82% |
3,711
+61
|
|
||
56
Deere & Co
DE
$124B
| $1.96M | 0.8% |
3,859
+52
|
|
||
57
AT&T
T
$188B
| $1.95M | 0.79% |
67,368
+1,231
|
|
||
58
Cognizant
CTSH
$32.3B
| $1.92M | 0.78% |
+23,839
|
|
||
59
Unilever
UL
$155B
| $1.91M | 0.78% |
31,076
+1,015
|
|
||
60
Sherwin-Williams
SHW
$82.5B
| $1.88M | 0.77% |
5,284
+88
|
|
||
61
American Tower
AMT
$89.6B
| $1.86M | 0.76% |
8,280
+186
|
|
||
62
Shell
SHEL
$209B
| $1.85M | 0.76% |
25,997
+993
|
|
||
63
Home Depot
HD
$390B
| $1.85M | 0.75% |
4,947
+101
|
|
||
64
HubSpot
HUBS
$23B
| $1.84M | 0.75% |
3,307
+58
|
|
||
65
Franklin FTSE Japan ETF
FLJP
$2.41B
| $1.84M | 0.75% |
57,432
+2,132
|
|
||
66
Dominion Energy
D
$51.7B
| $1.82M | 0.74% |
31,493
+565
|
|
||
67
Realty Income
O
$54.8B
| $1.8M | 0.73% |
31,075
+790
|
|
||
68
Yum China
YUMC
$15.9B
| $1.78M | 0.73% |
38,887
+909
|
|
||
69
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
| $1.74M | 0.71% |
132,856
+2,920
|
|
||
70
NextEra Energy
NEE
$174B
| $1.71M | 0.7% |
23,448
+576
|
|
||
71
EOG Resources
EOG
$58B
| $1.7M | 0.69% |
14,035
+313
|
|
||
72
FirstEnergy
FE
$27.1B
| $1.66M | 0.68% |
41,207
+857
|
|
||
73
Johnson & Johnson
JNJ
$465B
| $1.66M | 0.68% |
10,619
+268
|
|
||
74
Petrobras
PBR
$75B
| $1.65M | 0.67% |
130,928
+4,032
|
|
||
75
Equinix
EQIX
$79.7B
| $1.64M | 0.67% |
2,056
+34
|
|