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
$118M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$439K
3 +$255K
4
KMB icon
Kimberly-Clark
KMB
+$147K
5
EQIX icon
Equinix
EQIX
+$69.5K

Top Sells

1 +$5.31M
2 +$2M
3 +$1.8M
4
WORK
Slack Technologies, Inc.
WORK
+$890K
5
JD icon
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 Change
in Stake
Capital Flow
76
-33,158
77
-3,200