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
$158M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.17M
4
QCOM icon
Qualcomm
QCOM
+$1.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$808K

Top Sells

1
+$60.8M
2
+$2.35M
3
+$1.36M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
LPX icon
Louisiana-Pacific
LPX
+$1.21M

Sector Composition

1 Technology 15.88%
2 Financials 12.3%
3 Healthcare 11.23%
4 Consumer Discretionary 9.25%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$834K 0.53%
4,491
+93
77
$808K 0.51%
+22,097
78
$804K 0.51%
2,977
-74
79
$766K 0.48%
8,174
+53
80
$744K 0.47%
+24,509
81
$691K 0.44%
+5,819
82
$674K 0.43%
2,007
-32
83
$541K 0.34%
+3,300
84
$522K 0.33%
11,986
+132
85
$510K 0.32%
+12,241
86
$442K 0.28%
24,048
-4,251
87
$402K 0.25%
3,922
+290
88
$372K 0.23%
+4,485
89
$312K 0.2%
190
90
$299K 0.19%
4,400
91
$292K 0.18%
+6,107
92
$256K 0.16%
+5,000
93
– –
-127,110
94
– –
-17,089
95
– –
-19,381
96
– –
-8,286
97
– –
-1,400
1 2 3
4