AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.99M
3
+$2.98M
4
ABBV icon
AbbVie
ABBV
+$2.86M
5
V icon
Visa
V
+$2.75M

Top Sells

1
+$86.4M
2
+$19.5M
3
+$17.9M
4
BDX icon
Becton Dickinson
BDX
+$16.8M
5
ABMD
Abiomed Inc
ABMD
+$13.2M

Sector Composition

1 Financials 20.36%
2 Consumer Discretionary 15.6%
3 Technology 13.38%
4 Healthcare 12.62%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.41%
5,200
-4,300
52
$430K 0.39%
+9,100
53
$368K 0.33%
+2,600
54
$357K 0.32%
180
-9,039
55
$355K 0.32%
789
-29,232
56
$323K 0.29%
+5,862
57
$265K 0.24%
+1,426
58
$258K 0.23%
+7,300
59
$255K 0.23%
+3,000
60
$246K 0.22%
+15,440
61
$235K 0.21%
3,460
-28,346
62
– –
-10,326
63
– –
-26,258
64
– –
-14,906
65
– –
-38,737
66
– –
-28,821
67
– –
-14,143
68
– –
-14,744
69
– –
-15,067
70
– –
-15,852
71
– –
-294,538
72
– –
-16,000
73
– –
-33,217
74
– –
-10,509
75
– –
-6,676
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3
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