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
$109M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.26M
4
HDB icon
HDFC Bank
HDB
+$1.04M
5
WNS icon
WNS Holdings
WNS
+$958K

Top Sells

1
+$3.09M
2
+$1.43M
3
+$1.36M
4
AMT icon
American Tower
AMT
+$1.3M
5
STZ icon
Constellation Brands
STZ
+$1.3M

Sector Composition

1 Technology 13.81%
2 Financials 13.02%
3 Healthcare 12.03%
4 Consumer Discretionary 6.4%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$985K 0.9%
37,985
+4,642
52
$977K 0.89%
4,416
-4,549
53
$958K 0.88%
+14,579
54
$922K 0.84%
33,348
+5,522
55
$870K 0.8%
11,235
+669
56
$677K 0.62%
15,655
+297
57
$611K 0.56%
6,081
+120
58
$607K 0.56%
2,607
-3,547
59
$545K 0.5%
+21,817
60
$487K 0.45%
3,025
+185
61
$406K 0.37%
+32,347
62
$342K 0.31%
8,662
-10,198
63
$307K 0.28%
7,945
+84
64
$233K 0.21%
+20,617
65
$227K 0.21%
9,689
+416
66
$1.19K ﹤0.01%
+196,353
67
$1.17K ﹤0.01%
11,163
+439
68
$1.16K ﹤0.01%
+114,217
69
$1.16K ﹤0.01%
+404,223
70
$1.15K ﹤0.01%
38,624
+4,479
71
$1.1K ﹤0.01%
+13,292
72
$1.06K ﹤0.01%
28,023
+2,037
73
$1.04K ﹤0.01%
22,751
+8,680
74
$985 ﹤0.01%
17,666
+1,678
75
$922 ﹤0.01%
10,182
+2,222
1 2
3
4