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
$181M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.42M
3
+$1.3M
4
JPM icon
JPMorgan Chase
JPM
+$1.3M
5
MRNA icon
Moderna
MRNA
+$1.14M

Top Sells

1
+$14.9M
2
+$3.9M
3
+$3.38M
4
AMGN icon
Amgen
AMGN
+$2.69M
5
GLD icon
SPDR Gold Trust
GLD
+$2.46M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 16.06%
3 Healthcare 15.71%
4 Financials 7.5%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.12%
1,700
77
$218K 0.12%
+90
78
$213K 0.12%
2,649
-74
79
$212K 0.12%
+3,100
80
– –
-11,785
81
– –
-50,623
82
– –
-15,208
83
– –
-73,261
84
– –
-18,625
1 2 3
4