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
$191M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.54M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.47M

Top Sells

1
+$3.25M
2
+$1.14M
3
+$1.09M
4
HDB icon
HDFC Bank
HDB
+$741K
5
UL icon
Unilever
UL
+$739K

Sector Composition

1 Technology 18.34%
2 Financials 14.47%
3 Healthcare 9.34%
4 Consumer Discretionary 7.86%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.54%
2,648
-1,434
77
$989K 0.52%
6,390
-4,270
78
$947K 0.5%
20,307
+596
79
$858K 0.45%
9,199
-7,571
80
$809K 0.42%
14,084
-11,948
81
$730K 0.38%
1,825
-1,374
82
$718K 0.38%
9,936
-8,480
83
$682K 0.36%
27,860
+454
84
$644K 0.34%
21,402
-23,860
85
$586K 0.31%
8,729
-11,035
86
$554K 0.29%
15,122
-19,489
87
$545K 0.29%
8,617
-10,611
88
$544K 0.29%
11,221
-15,250
89
$538K 0.28%
11,453
-14,746
90
$505K 0.27%
6,706
+465
91
$500K 0.26%
17,376
-19,644
92
$469K 0.25%
7,208
+338
93
$344K 0.18%
5,580
94
$337K 0.18%
6,680
95
$321K 0.17%
+14,330
96
$281K 0.15%
4,564
-111
97
$273K 0.14%
+1,700
98
$264K 0.14%
+2,399
99
$246K 0.13%
+1,700
100
$227K 0.12%
+3,700
1 2 3
4
5