AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
+8.54%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.96%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
$4.13M |
| 2 |
JPMorgan Chase
JPM
|
$3.25M |
| 3 |
Bath & Body Works
BBWI
|
$3.17M |
| 4 |
Boeing
BA
|
$3.06M |
| 5 |
Apple
AAPL
|
$3.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 19.78% |
| 2 | Consumer Discretionary | 17.66% |
| 3 | Technology | 15.85% |
| 4 | Healthcare | 13.17% |
| 5 | Communication Services | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
ProShares Ultra S&P500
SSO
$7.06B
| $211K | 0.18% |
+1,932
| New | +$211K |
|
77
Verizon
VZ
$185B
| $206K | 0.18% |
+3,900
| New | +$206K |
|
78
Kraft Heinz
KHC
$30.8B
| $201K | 0.17% |
+2,582
| New | +$201K |
|