AA
Altman Advisors Portfolio holdings
AUM $217M
AUM
$217M
AUM Growth
-$17.5M (-7%)
Cap. Flow
+$805K
Cap. Flow % of AUM
0.37%
Top 10 Holdings %Top 10 Hldgs %
28.78%
Holding
103
New
7
Increased
66
Reduced
18
Closed
9
Top Buys
| 1 | $5.46M | |
| 2 | $2.19M | |
| 3 | $2.01M | |
| 4 | $1.98M | |
| 5 | $1.46M |
Top Sells
| 1 | $10.8M | |
| 2 | $8.13M | |
| 3 | $1.33M | |
| 4 | $711K | |
| 5 | $360K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -22,417 | Closed | – | |||
| $0 | 0% | 0 -10,071 | Closed | – | |||
| $0 | 0% | 0 -82,873 | Closed | – |
