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
$109K
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.06K
2
+$3.05K
3
+$3K
4
ABMD
Abiomed Inc
ABMD
+$2.78K
5
FRC
First Republic Bank
FRC
+$2.72K

Top Sells

1
+$3.78M
2
+$3.36M
3
+$2.46M
4
TGT icon
Target
TGT
+$2.39M
5
RTX icon
RTX Corp
RTX
+$2.33M

Sector Composition

1 Healthcare 24.05%
2 Financials 15.68%
3 Consumer Discretionary 13.78%
4 Real Estate 8.08%
5 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520 0.48%
9,500
+4,300
52
$468 0.43%
2,600
-143,006
53
$452 0.42%
9,100
-15,943
54
$374 0.34%
+2,600
55
$324 0.3%
+160
56
$323 0.3%
+789
57
$306 0.28%
+5,680
58
$305 0.28%
16,000
+4,636
59
$301 0.28%
9,162
+897
60
$291 0.27%
+18,240
61
$266 0.24%
+3,494
62
$248 0.23%
3,000
-10,885
63
$239 0.22%
3,800
-12,870
64
$215 0.2%
+1,932
65
$214 0.2%
+6,676
66
$204 0.19%
+4,620
67
$201 0.18%
+1,394
68
$142 0.13%
32,854
+24,947
69
– –
-47,924
70
– –
-20,412
71
– –
-72,973
72
– –
-57,644
73
– –
-284,436
74
– –
-33,137
75
– –
-26,710
1 2
3
4 5