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
$225M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$2.1M
4
V icon
Visa
V
+$2.07M
5
GD icon
General Dynamics
GD
+$1.96M

Top Sells

1
+$2.48M
2
+$1.71M
3
+$1.7M
4
HDB icon
HDFC Bank
HDB
+$1.45M
5
BHP icon
BHP
BHP
+$1.41M

Sector Composition

1 Technology 19.06%
2 Financials 15.08%
3 Healthcare 9.18%
4 Consumer Discretionary 6.64%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.7%
+9,711
77
$1.55M 0.69%
23,544
+349
78
$1.52M 0.68%
+3,650
79
$1.49M 0.66%
+9,099
80
$1.46M 0.65%
13,053
+342
81
$1.44M 0.64%
+5,954
82
$1.42M 0.63%
+1,608
83
$1.34M 0.6%
42,663
+1,356
84
$1.14M 0.51%
21,544
+89
85
$1.09M 0.48%
85,368
-27,596
86
$830K 0.37%
29,774
+416
87
$612K 0.27%
+7,318
88
$609K 0.27%
+7,339
89
$356K 0.16%
+6,680
90
$347K 0.15%
15,155
+530
91
$329K 0.15%
+4,855
92
$267K 0.12%
+2,960
93
$258K 0.12%
+450
94
– –
-24,721
95
– –
-22,477
96
– –
-48,802
97
– –
-23,310
98
– –
-14,546
99
– –
-17,449
1 2 3
4