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
$104M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.39M
2 +$1.86M
3 +$1.57M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
DXC icon
DXC Technology
DXC
+$868K

Top Sells

1 +$2.4M
2 +$1.93M
3 +$1.9M
4
MRK icon
Merck
MRK
+$1.84M
5
WBA
Walgreens Boots Alliance
WBA
+$1.57M

Sector Composition

1 Financials 22.07%
2 Consumer Discretionary 17.15%
3 Technology 14.43%
4 Healthcare 12.27%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,763
77
-14,943
78
-3,900
79
-21,613
80
-15,157
81
-19,843
82
-5,289