AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$2.73M
3
+$2.18M
4
UBER icon
Uber
UBER
+$1.95M
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.89M

Top Sells

1
+$14.7M
2
+$8.63M
3
+$5.43M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.25M
5
PRU icon
Prudential Financial
PRU
+$1.91M

Sector Composition

1 Technology 18.95%
2 Financials 16.25%
3 Healthcare 9.16%
4 Consumer Discretionary 8.47%
5 Communication Services 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.66%
126,896
+5,131
77
$1.43M 0.66%
9,150
+128
78
$1.33M 0.61%
3,232
+129
79
$1.3M 0.6%
15,011
+289
80
$1.29M 0.59%
3,002
+144
81
$1.28M 0.59%
6,191
+164
82
$1.19M 0.55%
12,318
+813
83
$1.05M 0.48%
73,182
+31,325
84
$969K 0.45%
9,957
+599
85
$740K 0.34%
+13,821
86
$634K 0.29%
7,478
+108
87
$527K 0.24%
256,591
+4,043
88
$511K 0.24%
53,144
-27,059
89
$305K 0.14%
21,160
-1,406
90
$269K 0.12%
7,872
91
$233K 0.11%
421
-14,678
92
$229K 0.11%
+45
93
$222K 0.1%
5,584
94
$202K 0.09%
+2,200
95
– –
-19,190
96
– –
-3,318
97
– –
-11,548
98
– –
-16,313
99
– –
-80,171
100
– –
-16,087
1 2 3
4
5