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
$235M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$2.25M
3
+$1.76M
4
LRCX icon
Lam Research
LRCX
+$1.72M
5
T icon
AT&T
T
+$1.46M

Top Sells

1
+$1.69M
2
+$1.38M
3
+$1.34M
4
BUD icon
AB InBev
BUD
+$808K
5
LLY icon
Eli Lilly
LLY
+$720K

Sector Composition

1 Technology 19.94%
2 Financials 15.34%
3 Consumer Discretionary 8.29%
4 Healthcare 7.69%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.81%
11,007
+124
52
$1.88M 0.8%
16,313
+337
53
$1.87M 0.8%
4,812
+53
54
$1.85M 0.79%
1,958
+23
55
$1.76M 0.75%
+36,625
56
$1.74M 0.74%
6,586
+91
57
$1.72M 0.73%
5,053
+37
58
$1.72M 0.73%
+23,780
59
$1.71M 0.73%
22,417
+389
60
$1.69M 0.72%
5,829
+173
61
$1.65M 0.71%
29,169
+503
62
$1.62M 0.69%
13,199
+252
63
$1.6M 0.68%
29,796
+481
64
$1.58M 0.67%
3,726
+76
65
$1.57M 0.67%
21,900
+376
66
$1.57M 0.67%
3,103
+47
67
$1.57M 0.67%
121,765
+2,527
68
$1.56M 0.66%
11,505
+234
69
$1.55M 0.66%
15,944
+288
70
$1.54M 0.66%
38,830
+752
71
$1.53M 0.65%
53,460
+1,255
72
$1.51M 0.65%
24,166
+622
73
$1.49M 0.63%
2,858
+67
74
$1.48M 0.63%
3,318
+65
75
$1.47M 0.63%
9,022
+172
1 2
3
4