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
$162M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.09M
3
+$1.56M
4
LRCX icon
Lam Research
LRCX
+$666K
5
SIVB
SVB Financial Group
SIVB
+$321K

Top Sells

1
+$16.3M
2
+$1.24M
3
+$1.23M
4
LULU icon
lululemon athletica
LULU
+$1.1M
5
STX icon
Seagate
STX
+$873K

Sector Composition

1 Technology 14.51%
2 Financials 14.01%
3 Healthcare 11.89%
4 Consumer Discretionary 6.68%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.81%
27,826
-1,956
52
$1.3M 0.8%
5,718
-129
53
$1.3M 0.8%
9,846
-404
54
$1.3M 0.8%
5,838
-285
55
$1.28M 0.79%
10,773
-1,062
56
$1.27M 0.79%
33,343
-7,554
57
$1.25M 0.77%
7,861
-602
58
$1.24M 0.77%
9,833
-307
59
$1.22M 0.76%
7,750
-335
60
$1.21M 0.75%
7,289
-513
61
$1.17M 0.72%
4,812
-101
62
$1.17M 0.72%
10,724
+85
63
$1.12M 0.69%
3,267
-69
64
$1.09M 0.67%
11,240
-3,201
65
$1.08M 0.67%
2,729
+78
66
$1.07M 0.66%
25,986
+1,764
67
$1.07M 0.66%
3,535
-316
68
$1.06M 0.65%
15,358
-573
69
$1.04M 0.64%
1,455
-120
70
$1.01M 0.63%
14,683
-546
71
$997K 0.62%
15,988
+1,022
72
$984K 0.61%
34,145
-7,073
73
$883K 0.55%
25,693
-3,121
74
$856K 0.53%
2,840
-137
75
$848K 0.52%
3,383
+83
1 2
3
4