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
$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%
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