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

Top Buys

1 +$1.03M
2 +$954K
3 +$856K
4
FE icon
FirstEnergy
FE
+$840K
5
HPQ icon
HP
HPQ
+$814K

Top Sells

1 +$10.3M
2 +$1.8M
3 +$1.33M
4
AMD icon
Advanced Micro Devices
AMD
+$1.12M
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