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
$159M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$1.62M
3
+$1.22M
4
DOCT icon
FT Vest US Equity Deep Buffer ETF October
DOCT
+$750K
5
AAPL icon
Apple
AAPL
+$744K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$1.05M
4
CVS icon
CVS Health
CVS
+$1.03M
5
CSCO icon
Cisco
CSCO
+$893K

Sector Composition

1 Technology 21.12%
2 Healthcare 17.93%
3 Consumer Discretionary 15.77%
4 Consumer Staples 7.63%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.2%
2,361
+216
77
$278K 0.17%
4,610
-1,032
78
$270K 0.17%
4,400
79
$200K 0.13%
+90
80
– –
-2,467
81
– –
-4,831
82
– –
-22,678
83
– –
-17,691
84
– –
-7,139
85
– –
-6,054
86
– –
-10,042
87
– –
-136,353
1 2 3
4