AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$2.35M
3
+$1.49M
4
UBS icon
UBS Group
UBS
+$1.4M
5
BP icon
BP
BP
+$1.4M

Top Sells

1
+$4.63M
2
+$1.52M
3
+$1.36M
4
UBER icon
Uber
UBER
+$1.34M
5
MASI icon
Masimo
MASI
+$1.26M

Sector Composition

1 Technology 18.02%
2 Healthcare 12.66%
3 Consumer Discretionary 12.08%
4 Financials 10.12%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.73%
6,999
-42
52
$1.4M 0.72%
6,062
-5,188
53
$1.39M 0.72%
6,747
+61
54
$1.38M 0.71%
3,060
-10,407
55
$1.37M 0.71%
8,990
+46
56
$1.37M 0.71%
3,891
+262
57
$1.36M 0.7%
10,281
+44
58
$1.35M 0.7%
+3,259
59
$1.35M 0.69%
+45,773
60
$1.33M 0.69%
+12,724
61
$1.31M 0.68%
4,070
+76
62
$1.31M 0.67%
10,320
-152
63
$1.3M 0.67%
+5,400
64
$1.21M 0.63%
+12,231
65
$1.2M 0.62%
19,231
+163
66
$1.19M 0.62%
1,607
+27
67
$1.15M 0.59%
4,598
+83
68
$1.11M 0.57%
6,293
+89
69
$1.11M 0.57%
+26,905
70
$1.07M 0.55%
1,915
+304
71
$1.05M 0.54%
25,692
+344
72
$887K 0.46%
+6,745
73
$628K 0.32%
+26,497
74
$556K 0.29%
11,223
-4,349
75
$493K 0.25%
+8,526
1 2
3
4