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
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.36M
3
+$4.81M
4
MSFT icon
Microsoft
MSFT
+$4.5M
5
AMZN icon
Amazon
AMZN
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.56%
2 Financials 17.06%
3 Healthcare 10.59%
4 Consumer Discretionary 8.33%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.73%
+45,262
77
$1.16M 0.72%
+7,052
78
$1.15M 0.72%
+10,380
79
$1.14M 0.71%
+2,860
80
$1.14M 0.71%
+3,013
81
$1.1M 0.69%
+19,286
82
$1.09M 0.68%
+9,089
83
$813K 0.51%
+19,711
84
$722K 0.45%
+5,571
85
$632K 0.39%
+27,406
86
$472K 0.29%
+38,936
87
$430K 0.27%
+6,241
88
$407K 0.25%
+6,870
89
$359K 0.22%
+6,680
90
$257K 0.16%
+5,580
91
$255K 0.16%
+4,675
1 2 3
4