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
$141M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.43M
3
+$2.42M
4
CRWD icon
CrowdStrike
CRWD
+$1.7M
5
DDOG icon
Datadog
DDOG
+$1.53M

Top Sells

1
+$3.39M
2
+$2.31M
3
+$1.76M
4
DIS icon
Walt Disney
DIS
+$1.75M
5
GILD icon
Gilead Sciences
GILD
+$1.56M

Sector Composition

1 Technology 21.06%
2 Healthcare 20.4%
3 Consumer Discretionary 14.4%
4 Consumer Staples 8.87%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.22%
4,320
+300
77
$291K 0.21%
+2,467
78
$289K 0.2%
+2,145
79
$239K 0.17%
4,400
80
$233K 0.17%
+4,351
81
– –
-9,678
82
– –
-15,679
83
– –
-7,503
84
– –
-4,779
85
– –
-21,100
1 2 3
4