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
$162M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.09M
3
+$1.56M
4
LRCX icon
Lam Research
LRCX
+$666K
5
SIVB
SVB Financial Group
SIVB
+$321K

Top Sells

1
+$16.3M
2
+$1.24M
3
+$1.23M
4
LULU icon
lululemon athletica
LULU
+$1.1M
5
STX icon
Seagate
STX
+$873K

Sector Composition

1 Technology 14.51%
2 Financials 14.01%
3 Healthcare 11.89%
4 Consumer Discretionary 6.68%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$833K 0.51%
3,265
+1,258
77
$790K 0.49%
7,960
-214
78
$784K 0.48%
3,949
-542
79
$685K 0.42%
14,071
+1,830
80
$666K 0.41%
+14,350
81
$531K 0.33%
11,769
-217
82
$499K 0.31%
24,505
+457
83
$439K 0.27%
7,911
+2,911
84
$430K 0.27%
3,919
-3
85
$261K 0.16%
+1,400
86
$222K 0.14%
+3,987
87
– –
-190
88
– –
-43,540
89
– –
-501,391
90
– –
-3,949
91
– –
-4,400
92
– –
-16,397
93
– –
-12,355
94
– –
-6,107
95
– –
-24,509
96
– –
-4,485
97
– –
-5,819
1 2 3
4