AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.47M
3
+$1.05M
4
META icon
Meta Platforms (Facebook)
META
+$494K
5
MSFT icon
Microsoft
MSFT
+$424K

Top Sells

1
+$2.86M
2
+$2.05M
3
+$1.99M
4
DXCM icon
DexCom
DXCM
+$1.92M
5
GD icon
General Dynamics
GD
+$1.91M

Sector Composition

1 Technology 22.72%
2 Financials 13.38%
3 Communication Services 6.81%
4 Consumer Discretionary 6.57%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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