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
$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
76
– –
-16,000
77
– –
-33,217
78
– –
-10,326
79
– –
-26,258
80
– –
-14,906
81
– –
-38,737
82
– –
-28,821
83
– –
-14,143
84
– –
-14,744
85
– –
-15,067
86
– –
-3,494
87
– –
-1,932
88
– –
-5,680
89
– –
-4,620
90
– –
-7,195
91
– –
-294,538
92
– –
-18,639
93
– –
-7,915
94
– –
-19,289
95
– –
-13,977
96
– –
-11,760
97
– –
-789
98
– –
-16,128
99
– –
-27,652
1 2 3
4