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
$109K
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.06K
2 +$3.05K
3 +$3K
4
ABMD
Abiomed Inc
ABMD
+$2.78K
5
FRC
First Republic Bank
FRC
+$2.72K

Top Sells

1 +$3.78M
2 +$3.36M
3 +$2.46M
4
TGT icon
Target
TGT
+$2.39M
5
RTX icon
RTX Corp
RTX
+$2.33M

Sector Composition

1 Healthcare 24.05%
2 Financials 15.68%
3 Consumer Discretionary 13.78%
4 Real Estate 8.08%
5 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,000
102
-7,600
103
-14,368
104
-16,000