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
$158M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.17M
4
QCOM icon
Qualcomm
QCOM
+$1.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$808K

Top Sells

1
+$60.8M
2
+$2.35M
3
+$1.36M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
LPX icon
Louisiana-Pacific
LPX
+$1.21M

Sector Composition

1 Technology 15.88%
2 Financials 12.3%
3 Healthcare 11.23%
4 Consumer Discretionary 9.25%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.74%
9,241
+224
52
$1.17M 0.74%
+7,802
53
$1.16M 0.73%
8,682
-507
54
$1.15M 0.72%
40,897
+167
55
$1.14M 0.72%
78,305
-2,106
56
$1.12M 0.71%
13,956
+418
57
$1.12M 0.71%
3,938
+138
58
$1.1M 0.7%
3,949
-139
59
$1.1M 0.69%
13,437
-593
60
$1.08M 0.68%
9,075
-219
61
$1.04M 0.66%
17,021
-685
62
$1.03M 0.65%
14,966
-312
63
$1.03M 0.65%
41,218
+318
64
$1.01M 0.64%
15,931
+603
65
$1.01M 0.64%
4,913
+160
66
$990K 0.63%
33,767
-450
67
$961K 0.61%
10,639
+256
68
$947K 0.6%
2,651
-604
69
$920K 0.58%
24,222
+225
70
$918K 0.58%
3,336
+175
71
$896K 0.57%
1,575
-72
72
$891K 0.56%
3,851
+26
73
$873K 0.55%
16,397
+197
74
$870K 0.55%
28,814
+603
75
$847K 0.53%
12,355
-596
1 2
3
4