AA

Altman Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.92M
3
+$1.89M
4
META icon
Meta Platforms (Facebook)
META
+$1.59M
5
LLY icon
Eli Lilly
LLY
+$1.18M

Top Sells

1
+$2.54M
2
+$2.19M
3
+$1.93M
4
SHW icon
Sherwin-Williams
SHW
+$1.88M
5
NEE icon
NextEra Energy
NEE
+$1.71M

Sector Composition

1 Technology 24.96%
2 Financials 14.97%
3 Consumer Discretionary 8.62%
4 Communication Services 8.3%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.6%
3,352
+45
77
$1.55M 0.59%
23,146
-693
78
$1.36M 0.52%
9,297
+94
79
$1.26M 0.48%
90,815
+6,700
80
$1.04M 0.4%
16,453
81
$904K 0.35%
13,902
+81
82
$804K 0.31%
21,289
83
$694K 0.27%
1,134
84
$671K 0.26%
7,189
-51
85
$552K 0.21%
262,498
+3,736
86
$529K 0.2%
55,830
-94
87
$341K 0.13%
23,750
+1,471
88
$306K 0.12%
5,456
89
$302K 0.12%
4,467
90
$272K 0.1%
409
-11
91
$270K 0.1%
5,052
-60
92
$247K 0.09%
7,872
93
– –
-23,448
94
– –
-36,420
95
– –
-5,284
96
– –
-2,200
97
– –
-1,125
98
– –
-7,548
1 2 3
4