AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
+9.84%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+14%)
Cap. Flow
+$9M
Cap. Flow
% of AUM
5.08%
Top 10 Holdings %
Top 10 Hldgs %
28.76%
Holding
91
New
10
Increased
59
Reduced
3
Closed
13
Top Buys
| 1 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$3.54M |
| 2 |
NVIDIA
NVDA
|
$2.99M |
| 3 |
Goldman Sachs
GS
|
$2.74M |
| 4 |
DocuSign
DOCU
|
$2.43M |
| 5 |
Louisiana-Pacific
LPX
|
$2.36M |
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
$5.85M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$3.56M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$2.5M |
| 4 |
Unilever
UL
|
$2.1M |
| 5 |
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% |
