AA
Altman Advisors Portfolio holdings
AUM
$265M
1-Year Est. Return
30.34%
This Fund
S&P 500
1 Year Est. Return
+30.34%
AUM
$261M
AUM Growth
+$16.6M
(+6.8%)
Holding
98
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.92M | |
| 3 | +$1.89M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.59M |
| 5 |
Eli Lilly
LLY
|
+$1.18M |
Top Sells
| 1 | +$2.54M | |
| 2 | +$2.19M | |
| 3 | +$1.93M | |
| 4 |
Sherwin-Williams
SHW
|
+$1.88M |
| 5 |
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
Exxon Mobil
XOM
$669B
| $2.17M | 0.83% |
19,287
+121
|
|
||
52
Pultegroup
PHM
$22.4B
| $2.05M | 0.78% |
+15,481
|
|
||
53
Waste Connections
WCN
$42.4B
| $2.03M | 0.78% |
11,539
+127
|
|
||
54
Home Depot
HD
$320B
| $2.02M | 0.77% |
4,973
+26
|
|
||
55
Franklin FTSE Japan ETF
FLJP
$3.04B
| $2M | 0.76% |
57,786
+354
|
|
||
56
Costco
COST
$448B
| $2M | 0.76% |
2,155
+14
|
|
||
57
Johnson & Johnson
JNJ
$586B
| $1.99M | 0.76% |
10,710
+91
|
|
||
58
Dominion Energy
D
$54.7B
| $1.94M | 0.74% |
31,783
+290
|
|
||
59
AT&T
T
$197B
| $1.92M | 0.73% |
68,012
+644
|
|
||
60
Realty Income
O
$58B
| $1.92M | 0.73% |
31,514
+439
|
|
||
61
FirstEnergy
FE
$29.6B
| $1.89M | 0.72% |
41,282
+75
|
|
||
62
Shell
SHEL
$262B
| $1.88M | 0.72% |
26,284
+287
|
|
||
63
Unilever
UL
$121B
| $1.86M | 0.71% |
27,923
+300
|
|
||
64
Generac Holdings
GNRC
$11.4B
| $1.81M | 0.69% |
+10,793
|
|
||
65
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
| $1.8M | 0.69% |
138,664
+5,808
|
|
||
66
Southern Copper
SCCO
$146B
| $1.79M | 0.68% |
14,997
-269
|
|
||
67
Deere & Co
DE
$155B
| $1.78M | 0.68% |
3,893
+34
|
|
||
68
Yum China
YUMC
$17.3B
| $1.7M | 0.65% |
39,613
+726
|
|
||
69
Intuitive Surgical
ISRG
$160B
| $1.68M | 0.64% |
3,754
+43
|
|
||
70
Petrobras
PBR
$132B
| $1.66M | 0.64% |
131,294
+366
|
|
||
71
Advanced Micro Devices
AMD
$351B
| $1.64M | 0.63% |
10,135
-10
|
|
||
72
Equinix
EQIX
$98.4B
| $1.63M | 0.62% |
2,075
+19
|
|
||
73
American Tower
AMT
$80.5B
| $1.61M | 0.61% |
8,350
+70
|
|
||
74
Tesla
TSLA
$1.35T
| $1.59M | 0.61% |
3,585
-5,573
|
|
||
75
EOG Resources
EOG
$76.3B
| $1.58M | 0.61% |
14,121
+86
|
|