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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$3.25M
3 +$3.17M
4
BA icon
Boeing
BA
+$3.06M
5
AAPL icon
Apple
AAPL
+$3.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.78%
2 Consumer Discretionary 17.66%
3 Technology 15.85%
4 Healthcare 13.17%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.13M 3.6%
+33,182
2
$3.25M 2.83%
+30,417
3
$3.17M 2.76%
+65,066
4
$3.06M 2.66%
+10,359
5
$3.03M 2.64%
+71,616
6
$2.87M 2.5%
+5,589
7
$2.8M 2.43%
+14,768
8
$2.55M 2.21%
+43,540
9
$2.53M 2.2%
+14,720
10
$2.47M 2.14%
+27,698
11
$2.45M 2.13%
+13,881
12
$2.45M 2.13%
+82,916
13
$2.42M 2.1%
+11,292
14
$2.41M 2.1%
+12,249
15
$2.4M 2.08%
+54,554
16
$2.36M 2.05%
+16,528
17
$2.31M 2.01%
+28,761
18
$2.23M 1.94%
+34,894
19
$2.2M 1.91%
+19,286
20
$2.15M 1.87%
+17,169
21
$2.12M 1.85%
+28,548
22
$2.09M 1.82%
+12,041
23
$2.08M 1.81%
+70,160
24
$2.04M 1.78%
+15,047
25
$1.95M 1.7%
+27,113