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
$225M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$2.1M
4
V icon
Visa
V
+$2.07M
5
GD icon
General Dynamics
GD
+$1.96M

Top Sells

1
+$2.48M
2
+$1.71M
3
+$1.7M
4
HDB icon
HDFC Bank
HDB
+$1.45M
5
BHP icon
BHP
BHP
+$1.41M

Sector Composition

1 Technology 19.06%
2 Financials 15.08%
3 Healthcare 9.18%
4 Consumer Discretionary 6.64%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.83%
444,043
+4,605
52
$1.85M 0.82%
6,592
-512
53
$1.84M 0.82%
27,691
+372
54
$1.83M 0.81%
28,837
+342
55
$1.82M 0.81%
21,524
+7
56
$1.82M 0.81%
2,050
-1,920
57
$1.81M 0.8%
+10,049
58
$1.8M 0.8%
15,656
+90
59
$1.79M 0.8%
+3,056
60
$1.78M 0.79%
+7,656
61
$1.76M 0.78%
11,271
+239
62
$1.75M 0.78%
20,875
+253
63
$1.73M 0.77%
+8,850
64
$1.73M 0.77%
16,581
+251
65
$1.73M 0.77%
+2,791
66
$1.72M 0.77%
+5,656
67
$1.72M 0.76%
119,238
+1,625
68
$1.72M 0.76%
+1,935
69
$1.7M 0.76%
+3,205
70
$1.69M 0.75%
40,820
+833
71
$1.69M 0.75%
29,315
+284
72
$1.69M 0.75%
38,078
+380
73
$1.68M 0.75%
+3,253
74
$1.59M 0.71%
12,947
+216
75
$1.59M 0.71%
52,205
+1,159
1 2
3
4