AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$3.5M
3
+$2.69M
4
GS icon
Goldman Sachs
GS
+$2.45M
5
EOG icon
EOG Resources
EOG
+$2.38M

Top Sells

1
+$5.85M
2
+$3.56M
3
+$2.5M
4
UL icon
Unilever
UL
+$2.1M
5
CHGG icon
Chegg
CHGG
+$2.03M

Sector Composition

1 Technology 21.87%
2 Healthcare 15.77%
3 Consumer Discretionary 15.32%
4 Financials 7.01%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$278K 0.16%
+11,993
77
$219K 0.12%
+2,723
78
$209K 0.12%
1,700
79
– –
-90
80
– –
-27,525
81
– –
-23,655
82
– –
-28,380
83
– –
-176,234
84
– –
-38,619
85
– –
-26,841
86
– –
-16,638
87
– –
-6,506
88
– –
-5,822
89
– –
-33,444
90
– –
-145,252
91
– –
-73,701
1 2 3
4