AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$2.19M
3
+$2.01M
4
TIMB icon
TIM SA
TIMB
+$1.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.46M

Top Sells

1
+$10.8M
2
+$8.13M
3
+$5.43M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.25M
5
PRU icon
Prudential Financial
PRU
+$1.91M

Sector Composition

1 Technology 18.95%
2 Financials 16.25%
3 Healthcare 9.16%
4 Consumer Discretionary 8.47%
5 Communication Services 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.88%
30,061
+892
52
$1.88M 0.87%
3,650
-1,379
53
$1.87M 0.86%
16,453
+509
54
$1.85M 0.85%
6,785
+199
55
$1.83M 0.85%
5,196
+143
56
$1.83M 0.84%
66,137
+2,190
57
$1.82M 0.84%
8,094
+252
58
$1.76M 0.81%
3,807
+81
59
$1.76M 0.81%
24,521
+741
60
$1.75M 0.81%
30,285
+13,969
61
$1.75M 0.81%
4,846
+34
62
$1.74M 0.8%
2,022
+64
63
$1.74M 0.8%
10,810
+281
64
$1.73M 0.8%
40,350
+1,520
65
$1.69M 0.78%
55,300
+1,840
66
$1.68M 0.78%
30,928
+1,132
67
$1.64M 0.76%
37,978
+1,353
68
$1.63M 0.75%
39,231
+486
69
$1.62M 0.75%
129,936
+42,047
70
$1.62M 0.75%
10,351
+367
71
$1.61M 0.74%
25,004
+838
72
$1.55M 0.71%
1,721
+1,046
73
$1.53M 0.7%
22,872
+972
74
$1.51M 0.7%
13,722
+523
75
$1.45M 0.67%
+12,128
1 2
3
4 5