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
$155M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.5M
3
+$2.27M
4
UL icon
Unilever
UL
+$2.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.82M

Top Sells

1
+$4.57M
2
+$2.57M
3
+$2.51M
4
DPZ icon
Domino's
DPZ
+$2.3M
5
T icon
AT&T
T
+$1.88M

Sector Composition

1 Technology 18.34%
2 Healthcare 16.3%
3 Consumer Discretionary 15.17%
4 Consumer Staples 8.89%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.79%
14,688
-359
52
$1.22M 0.79%
+10,322
53
$1.21M 0.78%
38,619
+14,366
54
$1.15M 0.74%
3,764
-86
55
$1.15M 0.74%
14,704
-32,725
56
$1.13M 0.73%
25,038
-357
57
$1.12M 0.72%
7,118
-6,993
58
$1.11M 0.72%
2,812
-121
59
$1.11M 0.72%
5,494
+2,599
60
$1.1M 0.71%
+6,101
61
$1.09M 0.7%
2,402
+163
62
$1.06M 0.68%
5,822
-217
63
$1.04M 0.67%
+26,841
64
$1.03M 0.67%
4,209
+1,302
65
$1.02M 0.66%
9,161
-1,061
66
$997K 0.64%
6,153
+2,250
67
$992K 0.64%
10,126
+2,114
68
$975K 0.63%
3,394
+1,545
69
$967K 0.62%
27,525
-8,090
70
$958K 0.62%
28,380
-1,897
71
$919K 0.59%
1,353
+12
72
$691K 0.45%
13,091
+6,802
73
$506K 0.33%
17,293
+767
74
$446K 0.29%
4,320
75
$397K 0.26%
3,062
+701
1 2
3
4