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
$177M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.99M
3
+$2.74M
4
DOCU icon
DocuSign
DOCU
+$2.43M
5
LPX icon
Louisiana-Pacific
LPX
+$2.36M

Top Sells

1
+$5.85M
2
+$3.56M
3
+$2.5M
4
UL icon
Unilever
UL
+$2.1M
5
CHGG icon
Chegg
CHGG
+$2.03M

Sector Composition

1 Technology 21.87%
2 Healthcare 15.77%
3 Consumer Discretionary 15.32%
4 Financials 7.01%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.89%
5,757
+397
52
$1.58M 0.89%
36,475
+2,297
53
$1.51M 0.85%
7,571
+453
54
$1.49M 0.84%
6,552
+451
55
$1.44M 0.81%
+8,817
56
$1.38M 0.78%
+16,418
57
$1.35M 0.76%
9,930
+615
58
$1.33M 0.75%
3,012
+200
59
$1.32M 0.75%
4,450
+241
60
$1.31M 0.74%
11,046
+724
61
$1.3M 0.73%
26,817
+1,779
62
$1.24M 0.7%
6,702
+549
63
$1.19M 0.67%
1,461
+108
64
$1.19M 0.67%
9,891
+730
65
$1.16M 0.65%
+18,625
66
$1.15M 0.65%
+50,623
67
$1.14M 0.64%
+7,670
68
$1.1M 0.62%
3,721
+327
69
$591K 0.33%
4,320
70
$586K 0.33%
18,887
+1,594
71
$455K 0.26%
3,397
+335
72
$420K 0.24%
7,200
73
$310K 0.18%
4,534
74
$307K 0.17%
3,580
75
$285K 0.16%
4,400
1 2
3
4