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
$205M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$892K
3
+$867K
4
FE icon
FirstEnergy
FE
+$862K
5
D icon
Dominion Energy
D
+$854K

Top Sells

1
+$10.3M
2
+$1.96M
3
+$1.45M
4
AMD icon
Advanced Micro Devices
AMD
+$1.18M
5
ADM icon
Archer Daniels Midland
ADM
+$718K

Sector Composition

1 Technology 19.63%
2 Financials 16.37%
3 Healthcare 9.52%
4 Consumer Discretionary 6.92%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.7%
24,479
+1,212
77
$1.43M 0.69%
28,610
+17,389
78
$1.42M 0.69%
28,833
+17,380
79
$1.41M 0.68%
3,480
+1,655
80
$1.38M 0.67%
5,667
+308
81
$1.38M 0.67%
21,734
+4,000
82
$1.32M 0.64%
14,264
+712
83
$1.28M 0.62%
+12,521
84
$1.24M 0.6%
4,430
+295
85
$1.24M 0.6%
22,018
+13,289
86
$1.17M 0.57%
42,184
+24,808
87
$1.11M 0.54%
21,700
+13,083
88
$1.03M 0.5%
20,676
+369
89
$748K 0.36%
28,555
+695
90
$549K 0.27%
6,905
+199
91
$529K 0.26%
7,219
+11
92
$334K 0.16%
6,680
93
$300K 0.15%
4,619
+55
94
$275K 0.13%
12,338
-1,992
95
$229K 0.11%
+2,960
96
– –
-2,399
97
– –
-101,519
98
– –
-9,936
99
– –
-3,700
100
– –
-1,700
1 2 3
4
5