AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
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
+$3.54M
2
+$2.99M
3
+$2.74M
4
DOCU icon
DocuSign
DOCU
+$2.43M
5
LPX icon
Louisiana-Pacific
LPX
+$2.36M

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
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-90
80
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-23,655
81
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-26,841
82
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-27,525
83
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-16,638
84
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-6,506
85
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-5,822
86
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-33,444
87
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-145,252
88
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-73,701
89
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-28,380
90
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-176,234
91
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-38,619
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4