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
$109M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.35M
3
+$1.26M
4
HDB icon
HDFC Bank
HDB
+$1.04M
5
WNS icon
WNS Holdings
WNS
+$958K

Top Sells

1
+$3.09M
2
+$1.43M
3
+$1.36M
4
AMT icon
American Tower
AMT
+$1.3M
5
STZ icon
Constellation Brands
STZ
+$1.3M

Sector Composition

1 Technology 13.81%
2 Financials 13.02%
3 Healthcare 12.03%
4 Consumer Discretionary 6.4%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$870 ﹤0.01%
31,232
+5,539
77
$677 ﹤0.01%
+16,716
78
$611 ﹤0.01%
13,446
+1,677
79
$607 ﹤0.01%
28,209
+3,704
80
– –
-3,267
81
– –
-5,718
82
– –
-3,383
83
– –
-14,683
84
– –
-9,833
85
– –
-1,455
86
– –
-3,949
87
– –
-7,911
88
– –
-14,350
89
– –
-9,052
90
– –
-7,289
91
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-3,535
92
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-4,812
93
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-3,987
94
– –
-66,519
95
– –
-2,729
96
– –
-5,838
97
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-3,265
98
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-3,919
99
– –
-1,400
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4