AA
Altman Advisors Portfolio holdings
AUM
$245M
1-Year Est. Return
25.74%
1 Year Est. Return
+25.74%
AUM
$217M
AUM Growth
-$17.5M
(-7.5%)
Holding
103
Top Buys
| 1 | +$5.46M | |
| 2 | +$2.19M | |
| 3 | +$2.01M | |
| 4 |
TIM SA
TIMB
|
+$1.98M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.46M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$8.13M | |
| 3 | +$5.43M | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$2.25M |
| 5 |
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
Unilever
UL
$154B
| $1.91M | 0.88% |
30,061
+892
|
|
||
52
Intuitive Surgical
ISRG
$164B
| $1.88M | 0.87% |
3,650
-1,379
|
|
||
53
Novartis
NVS
$254B
| $1.87M | 0.86% |
16,453
+509
|
|
||
54
General Dynamics
GD
$90.3B
| $1.85M | 0.85% |
6,785
+199
|
|
||
55
Sherwin-Williams
SHW
$82.4B
| $1.83M | 0.85% |
5,196
+143
|
|
||
56
AT&T
T
$186B
| $1.83M | 0.84% |
66,137
+2,190
|
|
||
57
American Tower
AMT
$89.8B
| $1.82M | 0.84% |
8,094
+252
|
|
||
58
Deere & Co
DE
$125B
| $1.76M | 0.81% |
3,807
+81
|
|
||
59
Lam Research
LRCX
$183B
| $1.76M | 0.81% |
24,521
+741
|
|
||
60
Realty Income
O
$55.1B
| $1.75M | 0.81% |
30,285
+13,969
|
|
||
61
Home Depot
HD
$388B
| $1.75M | 0.81% |
4,846
+34
|
|
||
62
Equinix
EQIX
$80.5B
| $1.74M | 0.8% |
2,022
+64
|
|
||
63
PNC Financial Services
PNC
$71.5B
| $1.74M | 0.8% |
10,810
+281
|
|
||
64
FirstEnergy
FE
$27.1B
| $1.73M | 0.8% |
40,350
+1,520
|
|
||
65
Franklin FTSE Japan ETF
FLJP
$2.45B
| $1.69M | 0.78% |
55,300
+1,840
|
|
||
66
Dominion Energy
D
$52.3B
| $1.68M | 0.78% |
30,928
+1,132
|
|
||
67
Yum China
YUMC
$16.2B
| $1.64M | 0.76% |
37,978
+1,353
|
|
||
68
Delta Air Lines
DAL
$40.1B
| $1.63M | 0.75% |
39,231
+486
|
|
||
69
SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
| $1.62M | 0.75% |
129,936
+42,047
|
|
||
70
Johnson & Johnson
JNJ
$464B
| $1.62M | 0.75% |
10,351
+367
|
|
||
71
Shell
SHEL
$210B
| $1.61M | 0.74% |
25,004
+838
|
|
||
72
Eli Lilly
LLY
$718B
| $1.55M | 0.71% |
1,721
+1,046
|
|
||
73
NextEra Energy
NEE
$175B
| $1.53M | 0.7% |
22,872
+972
|
|
||
74
EOG Resources
EOG
$57.8B
| $1.51M | 0.7% |
13,722
+523
|
|
||
75
Alibaba
BABA
$404B
| $1.45M | 0.67% |
+12,128
|
|