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
$108M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.31M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.84M
5
RMD icon
ResMed
RMD
+$1.84M

Top Sells

1
+$3.1M
2
+$2.56M
3
+$2.22M
4
LRCX icon
Lam Research
LRCX
+$1.92M
5
NVR icon
NVR
NVR
+$1.92M

Sector Composition

1 Healthcare 26.37%
2 Technology 15.77%
3 Communication Services 11.48%
4 Consumer Discretionary 11.05%
5 Consumer Staples 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.22%
4,400
77
– –
-11,397
78
– –
-11,304
79
– –
-3,000
80
– –
-4,652
81
– –
-15,461
82
– –
-4,862
83
– –
-88,057
84
– –
-110
85
– –
-2,600
86
– –
-6,665
87
– –
-30,967
88
– –
-65,640
89
– –
-23,155
90
– –
-133,608
91
– –
-503
92
– –
-29,002
93
– –
-20,250
94
– –
-24,725
95
– –
-3,971
1 2 3
4