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

Top Buys

1
+$17.2M
2
+$2.35M
3
+$1.49M
4
UBS icon
UBS Group
UBS
+$1.4M
5
BP icon
BP
BP
+$1.4M

Top Sells

1
+$4.63M
2
+$1.52M
3
+$1.36M
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
– –
-37,163
88
– –
-2,661
89
– –
-18,502
1 2 3
4