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
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.31M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.84M
5
RMD icon
ResMed
RMD
+$1.84M

Top Sells

1
+$3.1M
2
+$2.56M
3
+$2.22M
4
LRCX icon
Lam Research
LRCX
+$1.92M
5
NVR icon
NVR
NVR
+$1.92M

Sector Composition

1 Healthcare 26.37%
2 Technology 15.77%
3 Communication Services 11.48%
4 Consumer Discretionary 11.05%
5 Consumer Staples 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$904K 0.84%
+23,868
52
$902K 0.84%
2,783
-4,130
53
$892K 0.83%
+8,901
54
$890K 0.83%
+33,158
55
$886K 0.82%
+21,868
56
$873K 0.81%
+5,632
57
$871K 0.81%
+24,357
58
$851K 0.79%
4,846
-2,771
59
$827K 0.77%
+21,034
60
$825K 0.77%
+65,136
61
$806K 0.75%
+7,427
62
$791K 0.73%
9,794
-11,439
63
$758K 0.7%
+9,440
64
$756K 0.7%
4,374
-168
65
$748K 0.69%
+1,198
66
$615K 0.57%
6,830
-19,431
67
$539K 0.5%
57,644
68
$530K 0.49%
9,120
69
$422K 0.39%
7,800
+100
70
$398K 0.37%
6,780
-28,140
71
$353K 0.33%
3,200
-539
72
$327K 0.3%
5,200
73
$292K 0.27%
+10,454
74
$281K 0.26%
5,814
-34,077
75
$248K 0.23%
7,200
1 2
3
4