AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
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
+$5.43M
2
+$2.15M
3
+$2.13M
4
PG icon
Procter & Gamble
PG
+$2.01M
5
RMD icon
ResMed
RMD
+$1.99M

Top Sells

1
+$3.1M
2
+$2.56M
3
+$2.37M
4
JPM icon
JPMorgan Chase
JPM
+$2.36M
5
SHW icon
Sherwin-Williams
SHW
+$2.22M

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
– –
-4,862
78
– –
-88,057
79
– –
-110
80
– –
-2,600
81
– –
-6,665
82
– –
-30,967
83
– –
-65,640
84
– –
-23,155
85
– –
-133,608
86
– –
-503
87
– –
-29,002
88
– –
-20,250
89
– –
-11,397
90
– –
-11,304
91
– –
-3,000
92
– –
-4,652
93
– –
-15,461
94
– –
-24,725
95
– –
-3,971
1 2 3
4