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

Top Buys

1
+$9.71M
2
+$7.02M
3
+$2.82M
4
NVDA icon
NVIDIA
NVDA
+$1.58M
5
SHW icon
Sherwin-Williams
SHW
+$1.27M

Top Sells

1
+$3.08M
2
+$1.14M
3
+$1.09M
4
UL icon
Unilever
UL
+$731K
5
SEDG icon
SolarEdge
SEDG
+$722K

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
1 2 3 4
5