AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
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
+$96.9M
2
+$38.6M
3
+$24.4M
4
BKNG icon
Booking.com
BKNG
+$19.1M
5
BDX icon
Becton Dickinson
BDX
+$14.7M

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
– –
-19,291
102
– –
-3,000
103
– –
-7,600
104
– –
-14,368
1 2 3 4
5