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
$176M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.46M
3
+$1.4M
4
MS icon
Morgan Stanley
MS
+$1.36M
5
ORCL icon
Oracle
ORCL
+$1.35M

Top Sells

1
+$2.12M
2
+$1.61M
3
+$1.55M
4
MA icon
Mastercard
MA
+$1.53M
5
ENPH icon
Enphase Energy
ENPH
+$1.41M

Sector Composition

1 Technology 18.18%
2 Healthcare 11.09%
3 Financials 10.43%
4 Consumer Discretionary 10.42%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$937K 0.53%
4,398
+206
77
$932K 0.53%
28,211
+1,306
78
$844K 0.48%
8,121
+112
79
$816K 0.46%
2,039
+124
80
$596K 0.34%
28,299
+1,802
81
$560K 0.32%
11,854
+631
82
$411K 0.23%
3,632
+185
83
$372K 0.21%
190
84
$334K 0.19%
4,400
85
$279K 0.16%
1,900
+291
86
$225K 0.13%
1,400
87
– –
-1,700
88
– –
-25,692
89
– –
-6,293
90
– –
-6,999
91
– –
-6,747
92
– –
-8,526
1 2 3
4