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
$205M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$892K
3 +$867K
4
FE icon
FirstEnergy
FE
+$862K
5
D icon
Dominion Energy
D
+$854K

Top Sells

1 +$10.3M
2 +$1.96M
3 +$1.45M
4
AMD icon
Advanced Micro Devices
AMD
+$1.18M
5
ADM icon
Archer Daniels Midland
ADM
+$718K

Sector Composition

1 Technology 19.63%
2 Financials 16.37%
3 Healthcare 9.52%
4 Consumer Discretionary 6.92%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,700
102
-5,580