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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.36M
3
+$4.81M
4
MSFT icon
Microsoft
MSFT
+$4.5M
5
AMZN icon
Amazon
AMZN
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.56%
2 Financials 17.06%
3 Healthcare 10.59%
4 Consumer Discretionary 8.33%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.86%
+8,810
52
$1.37M 0.85%
+16,770
53
$1.35M 0.84%
+5,230
54
$1.34M 0.84%
+4,438
55
$1.34M 0.83%
+48,782
56
$1.32M 0.83%
+2,616
57
$1.32M 0.82%
+12,009
58
$1.32M 0.82%
+4,082
59
$1.32M 0.82%
+19,228
60
$1.31M 0.82%
+12,749
61
$1.31M 0.82%
+10,660
62
$1.31M 0.82%
+26,471
63
$1.3M 0.81%
+26,032
64
$1.3M 0.81%
+22,780
65
$1.29M 0.8%
+4,286
66
$1.27M 0.79%
+14,642
67
$1.27M 0.79%
+13,307
68
$1.27M 0.79%
+1,751
69
$1.24M 0.78%
+13,310
70
$1.23M 0.77%
+37,020
71
$1.22M 0.76%
+29,588
72
$1.21M 0.75%
+3,199
73
$1.18M 0.74%
+34,611
74
$1.17M 0.73%
+26,199
75
$1.17M 0.73%
+19,764
1 2
3
4