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
$119M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.01M
3
+$1.13M
4
NEE icon
NextEra Energy
NEE
+$984K
5
PYPL icon
PayPal
PYPL
+$958K

Top Sells

1
+$2.89M
2
+$2.17M
3
+$1.58M
4
CBOE icon
Cboe Global Markets
CBOE
+$969K
5
ICE icon
Intercontinental Exchange
ICE
+$335K

Sector Composition

1 Financials 19.11%
2 Technology 14.25%
3 Consumer Discretionary 13.59%
4 Healthcare 12.87%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.95%
+678
52
$1.12M 0.94%
125,109
+18,599
53
$1.08M 0.9%
4,130
+1,246
54
$1.07M 0.9%
6,099
+1,341
55
$958K 0.8%
+8,366
56
$846K 0.71%
+4,356
57
$498K 0.42%
5,200
58
$494K 0.42%
9,120
-20
59
$448K 0.38%
2,600
60
$373K 0.31%
7,800
61
$304K 0.26%
7,200
62
$246K 0.21%
841
-772
63
$244K 0.21%
130
64
$243K 0.2%
4,400
65
$241K 0.2%
1,250
66
$230K 0.19%
3,000
67
– –
-17,600
68
– –
-24,515
69
– –
-3,160
70
– –
-30,629
1 2
3