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

Top Buys

1
+$2.51M
2
+$1.87M
3
+$1.77M
4
NVDA icon
NVIDIA
NVDA
+$1.59M
5
DXC icon
DXC Technology
DXC
+$873K

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
– –
-30,314
81
– –
-39,686
82
– –
-5,289
1 2 3
4