AA
Altman Advisors Portfolio holdings
AUM
$245M
This Quarter Return
+13.42%
1 Year Return
+25.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+13%)
Cap. Flow
+$6.1M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
30.24%
Holding
101
New
7
Increased
75
Reduced
9
Closed
5
Top Buys
| 1 |
Twilio
TWLO
|
$2.42M |
| 2 |
NVIDIA
NVDA
|
$2.05M |
| 3 |
Cognizant
CTSH
|
$1.92M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$990K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
$762K |
Top Sells
| 1 |
Delta Air Lines
DAL
|
$1.63M |
| 2 |
UnitedHealth
UNH
|
$1.33M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.29M |
| 4 |
Becton Dickinson
BDX
|
$1.28M |
| 5 |
Target
TGT
|
$1.19M |
Sector Composition
| 1 | Technology | 23.41% |
| 2 | Financials | 15.67% |
| 3 | Consumer Discretionary | 8.31% |
| 4 | Communication Services | 7.3% |
| 5 | Healthcare | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
UnitedHealth
UNH
$280B
| – | – |
-3,232
| Closed | -$1.33M |
|