AA
Altman Advisors Portfolio holdings
AUM
$245M
1-Year Est. Return
25.74%
1 Year Est. Return
+25.74%
AUM
$245M
AUM Growth
+$27.8M
(+13%)
Holding
101
Top Buys
| 1 | +$2.42M | |
| 2 | +$2.05M | |
| 3 | +$1.92M | |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
+$990K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$762K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.33M | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
UnitedHealth
UNH
$323B
| – | – |
-3,232
|
|