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
$141M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.43M
3
+$2.42M
4
CRWD icon
CrowdStrike
CRWD
+$1.7M
5
DDOG icon
Datadog
DDOG
+$1.53M

Top Sells

1
+$3.39M
2
+$2.31M
3
+$1.76M
4
DIS icon
Walt Disney
DIS
+$1.75M
5
GILD icon
Gilead Sciences
GILD
+$1.56M

Sector Composition

1 Technology 21.06%
2 Healthcare 20.4%
3 Consumer Discretionary 14.4%
4 Consumer Staples 8.87%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.88%
+91,920
52
$1.23M 0.87%
9,409
+84
53
$1.19M 0.85%
+3,967
54
$1.18M 0.84%
25,323
+474
55
$1.16M 0.82%
6,736
-5,824
56
$1.12M 0.79%
35,287
+1,458
57
$1.05M 0.74%
7,139
+127
58
$1.03M 0.73%
17,691
-19,222
59
$1.01M 0.71%
1,323
+26
60
$1.01M 0.71%
10,052
+212
61
$948K 0.67%
+2,831
62
$924K 0.65%
71,440
+2,080
63
$893K 0.63%
22,678
+538
64
$808K 0.57%
4,831
+252
65
$802K 0.57%
+25,198
66
$795K 0.56%
30,925
-26,719
67
$661K 0.47%
+2,847
68
$643K 0.46%
+2,202
69
$610K 0.43%
+2,835
70
$610K 0.43%
+7,715
71
$559K 0.4%
6,590
-20
72
$404K 0.29%
7,800
73
$383K 0.27%
6,054
-24,723
74
$333K 0.24%
7,200
75
$332K 0.24%
5,642
-22
1 2
3
4