AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
+4.56%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+102,019%)
Cap. Flow
-$111M
Cap. Flow
% of AUM
-100.14%
Top 10 Holdings %
Top 10 Hldgs %
27.31%
Holding
99
New
31
Increased
13
Reduced
17
Closed
38
Top Buys
| 1 |
Cboe Global Markets
CBOE
|
$3.28M |
| 2 |
Target
TGT
|
$2.99M |
| 3 |
JPMorgan Chase
JPM
|
$2.98M |
| 4 |
AbbVie
ABBV
|
$2.86M |
| 5 |
Visa
V
|
$2.76M |
Top Sells
| 1 |
Blackrock
BLK
|
$86.4M |
| 2 |
NVR
NVR
|
$19.5M |
| 3 |
Booking.com
BKNG
|
$17.9M |
| 4 |
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% |
