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
$176M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.47M
3
+$1.05M
4
META icon
Meta Platforms (Facebook)
META
+$494K
5
MSFT icon
Microsoft
MSFT
+$424K

Top Sells

1
+$2.86M
2
+$2.05M
3
+$1.99M
4
DXCM icon
DexCom
DXCM
+$1.92M
5
GD icon
General Dynamics
GD
+$1.91M

Sector Composition

1 Technology 22.72%
2 Financials 13.38%
3 Communication Services 6.81%
4 Consumer Discretionary 6.57%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.9%
16,330
+68
52
$1.57M 0.89%
28,598
-12
53
$1.52M 0.87%
21,517
-217
54
$1.51M 0.86%
28,495
+264
55
$1.49M 0.85%
41,307
+489
56
$1.48M 0.84%
39,987
+644
57
$1.48M 0.84%
112,964
+411
58
$1.47M 0.83%
+51,046
59
$1.45M 0.82%
22,477
+459
60
$1.44M 0.82%
37,698
+118
61
$1.42M 0.81%
29,031
+198
62
$1.41M 0.8%
20,622
+554
63
$1.41M 0.8%
24,721
+242
64
$1.32M 0.75%
12,711
+190
65
$1.1M 0.62%
14,546
+282
66
$1.05M 0.59%
21,455
+779
67
$916K 0.52%
17,449
-4,251
68
$797K 0.45%
29,358
+803
69
$324K 0.18%
14,625
+2,287
70
– –
-3,157
71
– –
-8,696
72
– –
-7,505
73
– –
-5,667
74
– –
-7,301
75
– –
-6,680
1 2
3
4