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
$205M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$892K
3
+$867K
4
FE icon
FirstEnergy
FE
+$862K
5
D icon
Dominion Energy
D
+$854K

Top Sells

1
+$10.3M
2
+$1.96M
3
+$1.45M
4
AMD icon
Advanced Micro Devices
AMD
+$1.18M
5
ADM icon
Archer Daniels Midland
ADM
+$718K

Sector Composition

1 Technology 19.63%
2 Financials 16.37%
3 Healthcare 9.52%
4 Consumer Discretionary 6.92%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.83%
443,497
+14,229
52
$1.71M 0.83%
4,639
+133
53
$1.66M 0.81%
27,177
+983
54
$1.66M 0.81%
4,898
+189
55
$1.64M 0.8%
10,268
+3,878
56
$1.64M 0.8%
12,646
-1,229
57
$1.59M 0.78%
8,696
-6,410
58
$1.59M 0.77%
23,437
+1,049
59
$1.59M 0.77%
3,157
+75
60
$1.58M 0.77%
9,924
+1,068
61
$1.58M 0.77%
2,735
+339
62
$1.55M 0.75%
40,818
+1,705
63
$1.52M 0.74%
16,262
+7,063
64
$1.51M 0.73%
28,231
+14,147
65
$1.5M 0.73%
39,343
+3,224
66
$1.49M 0.73%
49,052
+27,650
67
$1.49M 0.72%
15,516
+582
68
$1.48M 0.72%
1,851
+64
69
$1.47M 0.72%
9,335
+385
70
$1.47M 0.72%
3,001
+129
71
$1.47M 0.71%
112,553
+1,794
72
$1.46M 0.71%
20,068
+877
73
$1.45M 0.71%
7,505
+1,230
74
$1.44M 0.7%
37,580
+22,458
75
$1.44M 0.7%
8,598
+314
1 2
3
4 5