AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
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
+$3.88M
2
+$3.08M
3
+$2.99M
4
BA icon
Boeing
BA
+$2.8M
5
BLK icon
Blackrock
BLK
+$2.72M

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%
+15,456
77
$206K 0.18%
+3,900
78
$201K 0.17%
+2,582
1 2 3
4