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
$164M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.59M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M

Top Sells

1
+$3.17M
2
+$1.91M
3
+$1.62M
4
LPX icon
Louisiana-Pacific
LPX
+$1.51M
5
JD icon
JD.com
JD
+$1.37M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.12%
3 Consumer Discretionary 12.84%
4 Financials 10.02%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.78%
10,237
+203
52
$1.26M 0.77%
5,805
+15
53
$1.26M 0.77%
4,039
-15
54
$1.26M 0.77%
6,686
+89
55
$1.22M 0.75%
19,068
-23,537
56
$1.21M 0.74%
6,204
-4,555
57
$1.14M 0.7%
1,580
+99
58
$1.11M 0.68%
+3,629
59
$964K 0.59%
25,348
-6,260
60
$937K 0.57%
+1,611
61
$887K 0.54%
7,041
+220
62
$880K 0.54%
3,994
+206
63
$813K 0.5%
15,572
+241
64
$582K 0.36%
18,502
+213
65
$571K 0.35%
3,275
-4,508
66
$500K 0.31%
213
+123
67
$497K 0.3%
4,277
-9,206
68
$436K 0.27%
3,381
+85
69
$358K 0.22%
7,200
70
$314K 0.19%
2,661
-3,745
71
$298K 0.18%
4,393
-141
72
$298K 0.18%
4,400
73
$254K 0.16%
3,580
74
$248K 0.15%
+1,503
75
$237K 0.14%
10,222
+103
1 2
3
4