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
$104M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.86M
3
+$1.57M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
DXC icon
DXC Technology
DXC
+$868K

Top Sells

1
+$2.4M
2
+$1.93M
3
+$1.9M
4
MRK icon
Merck
MRK
+$1.84M
5
WBA
Walgreens Boots Alliance
WBA
+$1.57M

Sector Composition

1 Financials 22.07%
2 Consumer Discretionary 17.15%
3 Technology 14.43%
4 Healthcare 12.27%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.78M 3.62%
33,137
-45
2
$3.36M 3.22%
30,579
+162
3
$3.34M 3.2%
10,199
-160
4
$3.08M 2.95%
42,520
-1,020
5
$3.03M 2.91%
5,598
+9
6
$2.54M 2.44%
27,902
+204
7
$2.52M 2.41%
69,490
-670
8
$2.46M 2.36%
284,436
+93,387
9
$2.44M 2.34%
16,773
+245
10
$2.39M 2.29%
+34,445
11
$2.33M 2.23%
29,408
+647
12
$2.31M 2.21%
19,291
+5
13
$2.29M 2.19%
14,643
-77
14
$2.28M 2.19%
12,428
+179
15
$2.28M 2.18%
27,258
+145
16
$2.22M 2.13%
13,885
+4
17
$2.19M 2.1%
72,973
-9,943
18
$2.09M 2%
12,274
+233
19
$2.05M 1.96%
15,054
+7
20
$2.01M 1.93%
47,924
-23,692
21
$2M 1.92%
17,559
+390
22
$1.96M 1.88%
35,435
+541
23
$1.95M 1.87%
336,280
+270,320
24
$1.93M 1.85%
20,412
+16,114
25
$1.89M 1.81%
8,957
+358
1
2 3 4