AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.99M
3
+$2.98M
4
ABBV icon
AbbVie
ABBV
+$2.86M
5
V icon
Visa
V
+$2.75M

Top Sells

1
+$86.4M
2
+$19.5M
3
+$17.9M
4
BDX icon
Becton Dickinson
BDX
+$16.8M
5
ABMD
Abiomed Inc
ABMD
+$13.2M

Sector Composition

1 Financials 20.36%
2 Consumer Discretionary 15.6%
3 Technology 13.38%
4 Healthcare 12.62%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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