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
$217M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$2.19M
3
+$2.01M
4
TIMB icon
TIM SA
TIMB
+$1.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.46M

Top Sells

1
+$10.8M
2
+$8.13M
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
PBR icon
76
Petrobras
PBR
$75B
$1.43M 0.66%
126,896
+5,131
ZTS icon
77
Zoetis
ZTS
$63.8B
$1.43M 0.66%
9,150
+128
UNH icon
78
UnitedHealth
UNH
$323B
$1.33M 0.61%
3,232
+129
SCCO icon
79
Southern Copper
SCCO
$105B
$1.3M 0.6%
14,759
+284
TMO icon
80
Thermo Fisher Scientific
TMO
$204B
$1.29M 0.59%
3,002
+144
BDX icon
81
Becton Dickinson
BDX
$54.2B
$1.28M 0.59%
6,191
+164
TGT icon
82
Target
TGT
$41.3B
$1.19M 0.55%
12,318
+813
SPYG icon
83
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$1.05M 0.48%
73,182
+31,325
AMD icon
84
Advanced Micro Devices
AMD
$378B
$969K 0.45%
9,957
+599
IBIT icon
85
iShares Bitcoin Trust
IBIT
$81.5B
$740K 0.34%
+13,821
EFA icon
86
iShares MSCI EAFE ETF
EFA
$68.2B
$634K 0.29%
7,478
+108
BYLD icon
87
iShares Yield Optimized Bond ETF
BYLD
$274M
$527K 0.24%
256,591
+4,043
EFR
88
Eaton Vance Senior Floating-Rate Fund
EFR
$329M
$511K 0.24%
53,144
-27,059
SMMD icon
89
iShares Russell 2500 ETF
SMMD
$1.71B
$305K 0.14%
21,160
-1,406
CMCSA icon
90
Comcast
CMCSA
$109B
$269K 0.12%
7,872
SPY icon
91
SPDR S&P 500 ETF Trust
SPY
$660B
$233K 0.11%
421
-14,678
BKNG icon
92
Booking.com
BKNG
$164B
$229K 0.11%
+45
SSO icon
93
ProShares Ultra S&P500
SSO
$7.58B
$222K 0.1%
2,792
SO icon
94
Southern Company
SO
$108B
$202K 0.09%
+2,200
ACWI icon
95
iShares MSCI ACWI ETF
ACWI
$22.9B
– –
-19,190
ADBE icon
96
Adobe
ADBE
$140B
– –
-3,318
BUD icon
97
AB InBev
BUD
$121B
– –
-11,548
DELL icon
98
Dell
DELL
$100B
– –
-16,313
EDV icon
99
Vanguard World Funds Extended Duration ETF
EDV
$4.02B
– –
-80,171
PRU icon
100
Prudential Financial
PRU
$35.4B
– –
-16,087
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