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
$194M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$2.5M
3 +$1.56M
4
UBS icon
UBS Group
UBS
+$1.45M
5
DE icon
Deere & Co
DE
+$1.35M

Top Sells

1 +$4.7M
2 +$1.58M
3 +$1.35M
4
UBER icon
Uber
UBER
+$1.34M
5
MASI icon
Masimo
MASI
+$1.26M

Sector Composition

1 Technology 18.02%
2 Healthcare 12.66%
3 Consumer Discretionary 12.08%
4 Financials 10.12%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$446K 0.23%
190
-23
77
$417K 0.22%
3,447
+66
78
$319K 0.16%
4,400
79
$304K 0.16%
4,393
80
$246K 0.13%
1,609
+106
81
$241K 0.12%
+1,400
82
$201K 0.1%
1,700
83
-10,222
84
-3,580
85
-4,277
86
-5,805
87
-18,502
88
-37,163
89
-2,661