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
$125M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$934K
3
+$820K
4
ABMD
Abiomed Inc
ABMD
+$435K
5
BA icon
Boeing
BA
+$68.4K

Top Sells

1
+$2.25M
2
+$1.7M
3
+$1.25M
4
SIVB
SVB Financial Group
SIVB
+$873K
5
IPGP icon
IPG Photonics
IPGP
+$814K

Sector Composition

1 Financials 17.99%
2 Healthcare 17.93%
3 Technology 16.81%
4 Consumer Discretionary 14.16%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$997K 0.8%
3,971
-3,478
52
$912K 0.73%
4,542
+8
53
$844K 0.67%
57,644
54
$820K 0.66%
+27,581
55
$794K 0.63%
4,652
+2,547
56
$611K 0.49%
9,120
57
$542K 0.43%
3,739
-5,618
58
$498K 0.4%
5,200
59
$461K 0.37%
7,700
-100
60
$438K 0.35%
2,600
61
$324K 0.26%
7,200
62
$280K 0.22%
4,400
63
$275K 0.22%
1,339
64
$226K 0.18%
110
-20
65
$209K 0.17%
3,000
66
– –
-1,480
67
– –
-16,368
1 2
3