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
$159M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$1.62M
3
+$1.22M
4
DOCT icon
FT Vest US Equity Deep Buffer ETF October
DOCT
+$750K
5
AAPL icon
Apple
AAPL
+$744K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$1.05M
4
CVS icon
CVS Health
CVS
+$1.03M
5
CSCO icon
Cisco
CSCO
+$893K

Sector Composition

1 Technology 21.12%
2 Healthcare 17.93%
3 Consumer Discretionary 15.77%
4 Consumer Staples 7.63%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.84%
3,850
-22
52
$1.3M 0.81%
71,440
53
$1.24M 0.78%
95,160
+3,240
54
$1.22M 0.77%
25,395
+72
55
$1.21M 0.76%
6,039
+121
56
$1.18M 0.74%
10,222
+170
57
$1.14M 0.72%
35,615
+328
58
$1.1M 0.69%
2,933
+102
59
$1M 0.63%
30,277
+5,079
60
$958K 0.6%
1,341
+18
61
$922K 0.58%
30,678
-247
62
$888K 0.56%
2,239
+37
63
$750K 0.47%
+24,253
64
$712K 0.45%
2,907
+60
65
$685K 0.43%
+3,903
66
$644K 0.4%
2,895
+60
67
$636K 0.4%
+2,924
68
$591K 0.37%
8,012
+297
69
$590K 0.37%
+1,849
70
$465K 0.29%
+16,526
71
$389K 0.24%
7,800
72
$379K 0.24%
4,320
73
$377K 0.24%
7,200
74
$344K 0.22%
+6,289
75
$332K 0.21%
3,590
-3,000
1 2
3
4