AA

Altman Advisors Portfolio holdings

AUM $245M
1-Year Est. Return 25.74%
This Quarter Est. Return
1 Year Est. Return
+25.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.25M
3
+$3.17M
4
BA icon
Boeing
BA
+$3.06M
5
AAPL icon
Apple
AAPL
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.78%
2 Consumer Discretionary 17.66%
3 Technology 15.85%
4 Healthcare 13.17%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.95%
+15,157
52
$865K 0.75%
+5,289
53
$599K 0.52%
+11,380
54
$539K 0.47%
+7,600
55
$494K 0.43%
+5,200
56
$486K 0.42%
+9,500
57
$470K 0.41%
+1,763
58
$466K 0.41%
+17,584
59
$439K 0.38%
+4,190
60
$420K 0.37%
+9,100
61
$416K 0.36%
+4,298
62
$380K 0.33%
+2,600
63
$367K 0.32%
+9,162
64
$337K 0.29%
+19,500
65
$328K 0.29%
+5,944
66
$327K 0.28%
+4,494
67
$319K 0.28%
+65,960
68
$287K 0.25%
+16,000
69
$261K 0.23%
+150
70
$260K 0.23%
+8,839
71
$251K 0.22%
+13,680
72
$247K 0.21%
+3,800
73
$233K 0.2%
+1,214
74
$215K 0.19%
+4,467
75
$213K 0.19%
+8,300
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3
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