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
$108M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.09M
3
+$1.84M
4
CELG
Celgene Corp
CELG
+$1.66M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.62M

Top Sells

1
+$3.04M
2
+$2.3M
3
+$1.95M
4
BA icon
Boeing
BA
+$1.61M
5
OXY icon
Occidental Petroleum
OXY
+$1.38M

Sector Composition

1 Financials 18.58%
2 Healthcare 14.47%
3 Consumer Discretionary 13.47%
4 Technology 12.9%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$905K 0.83%
+4,758
52
$888K 0.82%
106,510
+20,696
53
$824K 0.76%
2,884
+2,095
54
$586K 0.54%
+22,958
55
$538K 0.5%
9,140
-140
56
$456K 0.42%
1,613
-10,760
57
$425K 0.39%
2,600
-12
58
$420K 0.39%
5,200
59
$419K 0.39%
7,800
-61
60
$288K 0.27%
7,200
-160
61
$242K 0.22%
3,000
62
$231K 0.21%
3,160
63
$227K 0.21%
130
64
$227K 0.21%
+4,400
65
$208K 0.19%
+1,250
66
– –
-132,489
67
– –
-5,846
68
– –
-26,039
69
– –
-5,066
70
– –
-22,538
71
– –
-1,434
72
– –
-8,490
73
– –
-8,188
74
– –
-7,600
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3