AA

Altman Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.92M
3
+$1.89M
4
META icon
Meta Platforms (Facebook)
META
+$1.59M
5
LLY icon
Eli Lilly
LLY
+$1.18M

Top Sells

1
+$2.54M
2
+$2.19M
3
+$1.93M
4
SHW icon
Sherwin-Williams
SHW
+$1.88M
5
NEE icon
NextEra Energy
NEE
+$1.71M

Sector Composition

1 Technology 24.96%
2 Financials 14.97%
3 Consumer Discretionary 8.62%
4 Communication Services 8.3%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.83%
19,287
+121
52
$2.05M 0.78%
+15,481
53
$2.03M 0.78%
11,539
+127
54
$2.02M 0.77%
4,973
+26
55
$2M 0.76%
57,786
+354
56
$2M 0.76%
2,155
+14
57
$1.99M 0.76%
10,710
+91
58
$1.94M 0.74%
31,783
+290
59
$1.92M 0.73%
68,012
+644
60
$1.92M 0.73%
31,514
+439
61
$1.89M 0.72%
41,282
+75
62
$1.88M 0.72%
26,284
+287
63
$1.86M 0.71%
27,923
+300
64
$1.81M 0.69%
+10,793
65
$1.8M 0.69%
138,664
+5,808
66
$1.79M 0.68%
15,147
-272
67
$1.78M 0.68%
3,893
+34
68
$1.7M 0.65%
39,613
+726
69
$1.68M 0.64%
3,754
+43
70
$1.66M 0.64%
131,294
+366
71
$1.64M 0.63%
10,135
-10
72
$1.63M 0.62%
2,075
+19
73
$1.61M 0.61%
8,350
+70
74
$1.59M 0.61%
3,585
-5,573
75
$1.58M 0.61%
14,121
+86
1 2
3
4