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
$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
UL icon
51
Unilever
UL
$154B
$1.91M 0.88%
30,061
+892
ISRG icon
52
Intuitive Surgical
ISRG
$164B
$1.88M 0.87%
3,650
-1,379
NVS icon
53
Novartis
NVS
$254B
$1.87M 0.86%
16,453
+509
GD icon
54
General Dynamics
GD
$90.3B
$1.85M 0.85%
6,785
+199
SHW icon
55
Sherwin-Williams
SHW
$82.4B
$1.83M 0.85%
5,196
+143
T icon
56
AT&T
T
$186B
$1.83M 0.84%
66,137
+2,190
AMT icon
57
American Tower
AMT
$89.8B
$1.82M 0.84%
8,094
+252
DE icon
58
Deere & Co
DE
$125B
$1.76M 0.81%
3,807
+81
LRCX icon
59
Lam Research
LRCX
$183B
$1.76M 0.81%
24,521
+741
O icon
60
Realty Income
O
$55.1B
$1.75M 0.81%
30,285
+13,969
HD icon
61
Home Depot
HD
$388B
$1.75M 0.81%
4,846
+34
EQIX icon
62
Equinix
EQIX
$80.5B
$1.74M 0.8%
2,022
+64
PNC icon
63
PNC Financial Services
PNC
$71.5B
$1.74M 0.8%
10,810
+281
FE icon
64
FirstEnergy
FE
$27.1B
$1.73M 0.8%
40,350
+1,520
FLJP icon
65
Franklin FTSE Japan ETF
FLJP
$2.45B
$1.69M 0.78%
55,300
+1,840
D icon
66
Dominion Energy
D
$52.3B
$1.68M 0.78%
30,928
+1,132
YUMC icon
67
Yum China
YUMC
$16.2B
$1.64M 0.76%
37,978
+1,353
DAL icon
68
Delta Air Lines
DAL
$40.1B
$1.63M 0.75%
39,231
+486
SPYV icon
69
SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
$1.62M 0.75%
129,936
+42,047
JNJ icon
70
Johnson & Johnson
JNJ
$464B
$1.62M 0.75%
10,351
+367
SHEL icon
71
Shell
SHEL
$210B
$1.61M 0.74%
25,004
+838
LLY icon
72
Eli Lilly
LLY
$718B
$1.55M 0.71%
1,721
+1,046
NEE icon
73
NextEra Energy
NEE
$175B
$1.53M 0.7%
22,872
+972
EOG icon
74
EOG Resources
EOG
$57.8B
$1.51M 0.7%
13,722
+523
BABA icon
75
Alibaba
BABA
$404B
$1.45M 0.67%
+12,128