AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
-14.97%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(-9.4%)
Cap. Flow
+$9.3M
Cap. Flow
% of AUM
5.3%
Top 10 Holdings %
Top 10 Hldgs %
36.57%
Holding
92
New
10
Increased
42
Reduced
30
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$4.35M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.67M |
| 3 |
Constellation Energy
CEG
|
$1.46M |
| 4 |
Archer Daniels Midland
ADM
|
$1.4M |
| 5 |
Morgan Stanley
MS
|
$1.36M |
Top Sells
| 1 |
EOG Resources
EOG
|
$2.12M |
| 2 |
NextEra Energy, Inc.
NEE
|
$1.61M |
| 3 |
Waste Connections
WCN
|
$1.55M |
| 4 |
Mastercard
MA
|
$1.53M |
| 5 |
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% |
