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
$164M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.84M
2
+$2.86M
3
+$1.59M
4
PFE icon
Pfizer
PFE
+$1.51M
5
SIVB
SVB Financial Group
SIVB
+$1.13M

Top Sells

1
+$4.04M
2
+$2.1M
3
+$2.03M
4
LPX icon
Louisiana-Pacific
LPX
+$1.61M
5
PG icon
Procter & Gamble
PG
+$1.48M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.12%
3 Consumer Discretionary 12.84%
4 Financials 10.02%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.13%
+3,003
77
$214K 0.13%
1,700
78
– –
-2,649
79
– –
-17,501
80
– –
-3,297
81
– –
-6,134
82
– –
-6,200
83
– –
-11,198
84
– –
-4,694
1 2 3
4