AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
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
+$1.66M
2
+$1.41M
3
+$1.37M
4
TSLA icon
Tesla
TSLA
+$1.34M
5
FE icon
FirstEnergy
FE
+$1.31M

Top Sells

1
+$3.09M
2
+$1.71M
3
+$1.54M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.42M
5
ABBV icon
AbbVie
ABBV
+$1.41M

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
– –
-3,383
81
– –
-3,267
82
– –
-5,718
83
– –
-14,683
84
– –
-9,833
85
– –
-1,455
86
– –
-3,949
87
– –
-7,911
88
– –
-3,919
89
– –
-14,350
90
– –
-1,400
91
– –
-9,052
92
– –
-7,289
93
– –
-3,535
94
– –
-4,812
95
– –
-3,987
96
– –
-66,519
97
– –
-2,729
98
– –
-5,838
99
– –
-3,265
1 2 3
4