AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
+27.38%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+9.2%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-10%
Top 10 Holdings %
Top 10 Hldgs %
26.89%
Holding
77
New
1
Increased
35
Reduced
28
Closed
9
Top Buys
| 1 |
Domino's
DPZ
|
$1.03M |
| 2 |
DexCom
DXCM
|
$439K |
| 3 |
Tesla
TSLA
|
$255K |
| 4 |
Kimberly-Clark
KMB
|
$147K |
| 5 |
Equinix
EQIX
|
$69.5K |
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
$5.31M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2M |
| 3 |
Unilever
UL
|
$1.8M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
$890K |
| 5 |
JD.com
JD
|
$886K |
Sector Composition
| 1 | Healthcare | 28.41% |
| 2 | Technology | 18.41% |
| 3 | Consumer Discretionary | 13.64% |
| 4 | Consumer Staples | 10.51% |
| 5 | Communication Services | 9.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Unilever
UL
$156B
| – | – |
-35,545
| Closed | -$1.8M |
|
|
WORK
77
DELISTED
Slack Technologies, Inc.
WORK
| – | – |
-33,158
| Closed | -$890K |
|