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
$191M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.54M
3 +$3.12M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.47M

Top Sells

1 +$3.25M
2 +$1.14M
3 +$1.09M
4
HDB icon
HDFC Bank
HDB
+$741K
5
UL icon
Unilever
UL
+$739K

Sector Composition

1 Technology 18.34%
2 Financials 14.47%
3 Healthcare 9.34%
4 Consumer Discretionary 7.86%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,089
102
-5,571
103
-2,860