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
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$439K
3
+$255K
4
KMB icon
Kimberly-Clark
KMB
+$147K
5
EQIX icon
Equinix
EQIX
+$69.5K

Top Sells

1
+$5.31M
2
+$2M
3
+$1.8M
4
WORK
Slack Technologies, Inc.
WORK
+$890K
5
JD icon
JD.com
JD
+$886K

Sector Composition

1 Healthcare 28.41%
2 Technology 18.41%
3 Consumer Discretionary 13.64%
4 Consumer Staples 10.51%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.91%
7,503
+76
52
$1.03M 0.88%
22,140
+1,106
53
$996K 0.85%
7,012
+214
54
$992K 0.84%
24,849
+981
55
$972K 0.83%
4,779
-67
56
$911K 0.77%
1,297
+99
57
$910K 0.77%
69,360
+4,224
58
$901K 0.77%
9,840
+46
59
$894K 0.76%
21,100
+1,136
60
$744K 0.63%
4,579
+205
61
$698K 0.59%
57,644
62
$470K 0.4%
6,610
-170
63
$467K 0.4%
7,800
64
$327K 0.28%
5,664
-150
65
$285K 0.24%
4,020
-5,100
66
$281K 0.24%
7,200
67
$255K 0.22%
+3,540
68
$228K 0.19%
4,400
69
– –
-6,830
70
– –
-21,868
71
– –
-10,454
72
– –
-192,737
73
– –
-34,360
74
– –
-5,200
75
– –
-35,545
1 2
3
4