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
$155M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.5M
3
+$2.27M
4
UL icon
Unilever
UL
+$2.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.82M

Top Sells

1
+$4.57M
2
+$2.57M
3
+$2.51M
4
DPZ icon
Domino's
DPZ
+$2.3M
5
T icon
AT&T
T
+$1.88M

Sector Composition

1 Technology 18.34%
2 Healthcare 16.3%
3 Consumer Discretionary 15.17%
4 Consumer Staples 8.89%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.25%
7,200
77
$294K 0.19%
3,580
-10
78
$279K 0.18%
4,534
-76
79
$274K 0.18%
4,400
80
$210K 0.14%
90
81
$204K 0.13%
+1,700
82
– –
-30,678
83
– –
-5,991
84
– –
-7,800
85
– –
-40,330
86
– –
-86,341
87
– –
-42,786
1 2 3
4