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
$191M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.54M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.47M

Top Sells

1
+$3.25M
2
+$1.14M
3
+$1.09M
4
HDB icon
HDFC Bank
HDB
+$741K
5
UL icon
Unilever
UL
+$739K

Sector Composition

1 Technology 18.34%
2 Financials 14.47%
3 Healthcare 9.34%
4 Consumer Discretionary 7.86%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.82%
30,268
+680
52
$1.55M 0.82%
19,191
-132
53
$1.53M 0.8%
38,004
+519
54
$1.51M 0.79%
2,872
+15
55
$1.51M 0.79%
8,856
+76
56
$1.51M 0.79%
28,725
+174
57
$1.51M 0.79%
14,934
+217
58
$1.49M 0.78%
3,055
+42
59
$1.48M 0.77%
429,268
+6,460
60
$1.47M 0.77%
22,388
+333
61
$1.47M 0.77%
13,552
+245
62
$1.47M 0.77%
+4,709
63
$1.44M 0.75%
1,787
+36
64
$1.42M 0.74%
13,614
-1,028
65
$1.4M 0.74%
8,950
+140
66
$1.4M 0.74%
110,759
+71,823
67
$1.38M 0.73%
39,113
+461
68
$1.35M 0.71%
6,275
-777
69
$1.32M 0.69%
+36,119
70
$1.31M 0.69%
5,359
+129
71
$1.27M 0.67%
2,396
-220
72
$1.23M 0.64%
+4,135
73
$1.2M 0.63%
8,460
-1,920
74
$1.08M 0.56%
17,734
-1,552
75
$1.04M 0.55%
30,899
-17,883
1 2
3
4 5