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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$3.25M
3 +$3.17M
4
BA icon
Boeing
BA
+$3.06M
5
AAPL icon
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 Change
in Stake
Capital Flow
76
$211K 0.18%
+7,728
77
$206K 0.18%
+3,900
78
$201K 0.17%
+2,582