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
$181M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.42M
3
+$1.3M
4
JPM icon
JPMorgan Chase
JPM
+$1.3M
5
MRNA icon
Moderna
MRNA
+$1.14M

Top Sells

1
+$14.9M
2
+$3.9M
3
+$3.38M
4
AMGN icon
Amgen
AMGN
+$2.69M
5
GLD icon
SPDR Gold Trust
GLD
+$2.46M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 16.06%
3 Healthcare 15.71%
4 Financials 7.5%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.87%
6,821
+119
52
$1.47M 0.81%
8,927
+110
53
$1.43M 0.79%
4,528
+78
54
$1.41M 0.78%
10,050
+120
55
$1.39M 0.77%
10,034
+143
56
$1.37M 0.76%
17,501
-13,168
57
$1.35M 0.75%
2,935
-77
58
$1.35M 0.75%
27,036
+219
59
$1.34M 0.74%
3,788
+67
60
$1.3M 0.72%
+7,650
61
$1.29M 0.71%
4,694
+340
62
$1.28M 0.71%
7,783
+113
63
$1.27M 0.7%
11,198
+152
64
$1.24M 0.69%
1,481
+20
65
$1.14M 0.63%
+3,297
66
$913K 0.51%
+6,134
67
$819K 0.45%
15,331
-63,355
68
$648K 0.36%
4,380
+60
69
$597K 0.33%
18,289
-598
70
$440K 0.24%
3,296
-101
71
$370K 0.2%
7,200
72
$314K 0.17%
4,534
73
$308K 0.17%
3,580
74
$274K 0.15%
4,400
75
$239K 0.13%
10,119
-1,874
1 2
3
4