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
$176M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.46M
3
+$1.4M
4
MS icon
Morgan Stanley
MS
+$1.36M
5
ORCL icon
Oracle
ORCL
+$1.35M

Top Sells

1
+$2.12M
2
+$1.61M
3
+$1.55M
4
MA icon
Mastercard
MA
+$1.53M
5
ENPH icon
Enphase Energy
ENPH
+$1.41M

Sector Composition

1 Technology 18.18%
2 Healthcare 11.09%
3 Financials 10.43%
4 Consumer Discretionary 10.42%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.76%
8,132
-22
52
$1.33M 0.76%
3,255
+195
53
$1.33M 0.76%
8,286
-186
54
$1.33M 0.76%
3,800
-4,378
55
$1.32M 0.75%
10,251
-69
56
$1.31M 0.75%
14,030
+1,799
57
$1.3M 0.74%
3,161
-11
58
$1.3M 0.74%
+40,730
59
$1.29M 0.73%
34,217
+745
60
$1.28M 0.73%
80,411
+6,262
61
$1.28M 0.73%
3,841
+582
62
$1.28M 0.73%
9,017
+27
63
$1.28M 0.73%
+16,200
64
$1.27M 0.73%
28,788
+21
65
$1.25M 0.72%
+15,278
66
$1.25M 0.71%
4,088
+9
67
$1.23M 0.7%
+9,294
68
$1.21M 0.69%
19,381
+150
69
$1.2M 0.68%
13,538
+106
70
$1.16M 0.66%
4,753
+155
71
$1.13M 0.65%
1,647
+40
72
$1.11M 0.63%
12,951
+227
73
$1.09M 0.62%
+23,997
74
$1.04M 0.6%
10,383
+102
75
$1M 0.57%
3,051
+44
1 2
3
4