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
$235M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$2.25M
3
+$1.76M
4
LRCX icon
Lam Research
LRCX
+$1.72M
5
T icon
AT&T
T
+$1.46M

Top Sells

1
+$1.69M
2
+$1.38M
3
+$1.34M
4
BUD icon
AB InBev
BUD
+$808K
5
LLY icon
Eli Lilly
LLY
+$720K

Sector Composition

1 Technology 19.94%
2 Financials 15.34%
3 Consumer Discretionary 8.29%
4 Healthcare 7.69%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.62%
+63,947
77
$1.44M 0.62%
9,984
+273
78
$1.44M 0.61%
7,842
+186
79
$1.37M 0.59%
15,951
+117
80
$1.37M 0.58%
6,027
+73
81
$1.28M 0.55%
14,475
+1,422
82
$1.27M 0.54%
+10,071
83
$1.15M 0.49%
87,889
+66,345
84
$1.13M 0.48%
9,358
+259
85
$888K 0.38%
80,203
-5,165
86
$886K 0.38%
82,873
+53,099
87
$871K 0.37%
16,316
-12,521
88
$647K 0.28%
41,857
+34,518
89
$578K 0.25%
11,548
-16,143
90
$557K 0.24%
7,370
+52
91
$521K 0.22%
675
-933
92
$495K 0.21%
252,548
+237,393
93
$336K 0.14%
22,566
+17,711
94
$295K 0.13%
7,872
-36,790
95
$277K 0.12%
15,099
+14,649
96
$258K 0.11%
2,792
-168
97
– –
-42,663
98
– –
-6,680
99
– –
-40,820
1 2 3
4