AA
Altman Advisors Portfolio holdings
AUM
$245M
1-Year Est. Return
25.74%
1 Year Est. Return
+25.74%
AUM
$217M
AUM Growth
-$17.5M
(-7.5%)
Holding
103
Top Buys
| 1 | +$5.46M | |
| 2 | +$2.19M | |
| 3 | +$2.01M | |
| 4 |
TIM SA
TIMB
|
+$1.98M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.46M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$8.13M | |
| 3 | +$5.43M | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$2.25M |
| 5 |
Prudential Financial
PRU
|
+$1.91M |
Sector Composition
| 1 | Technology | 18.95% |
| 2 | Financials | 16.25% |
| 3 | Healthcare | 9.16% |
| 4 | Consumer Discretionary | 8.47% |
| 5 | Communication Services | 7.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Textron
TXT
$14.5B
| – | – |
-22,417
|
|
||
102
United Parcel Service
UPS
$73.2B
| – | – |
-10,071
|
|
||
|
XDJA
103
DELISTED
Innovator U.S. Equity Accelerated ETF - January
XDJA
| – | – |
-82,873
|
|