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
$118M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.34M
3
+$1.66M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.22M
5
SHOP icon
Shopify
SHOP
+$917K

Top Sells

1
+$2.45M
2
+$2.27M
3
+$1.82M
4
EA icon
Electronic Arts
EA
+$1.81M
5
CSGP icon
CoStar Group
CSGP
+$1.4M

Sector Composition

1 Financials 20.39%
2 Healthcare 16.47%
3 Technology 15.03%
4 Consumer Discretionary 13.3%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.93%
6,135
+36
52
$958K 0.81%
4,534
+178
53
$917K 0.78%
+29,430
54
$913K 0.77%
57,644
55
$557K 0.47%
9,120
56
$518K 0.44%
1,934
-2,859
57
$485K 0.41%
5,200
58
$425K 0.36%
2,600
59
$402K 0.34%
7,800
60
$374K 0.32%
2,105
-2,025
61
$325K 0.28%
7,200
62
$272K 0.23%
4,400
63
$255K 0.22%
130
64
$238K 0.2%
1,339
+89
65
$212K 0.18%
3,000
66
– –
-16,030
67
– –
-12,542
68
– –
-27,680
69
– –
-841
70
– –
-17,851
1 2
3