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
$109K
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$3.06K
2
+$3.05K
3
+$3K
4
ABMD
Abiomed Inc
ABMD
+$2.78K
5
FRC
First Republic Bank
FRC
+$2.72K

Top Sells

1
+$3.78M
2
+$3.36M
3
+$2.46M
4
TGT icon
Target
TGT
+$2.39M
5
RTX icon
RTX Corp
RTX
+$2.33M

Sector Composition

1 Healthcare 24.05%
2 Financials 15.68%
3 Consumer Discretionary 13.78%
4 Real Estate 8.08%
5 Technology 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.6K 3.31%
2,120
-14,653
2
$3.46K 3.17%
33,217
+29,417
3
$3.09K 2.84%
9,219
+9,079
4
$3K 2.76%
+28,821
5
$2.82K 2.59%
20,496
+6,816
6
$2.78K 2.55%
+30,021
7
$2.75K 2.53%
5,518
-4,681
8
$2.72K 2.49%
+13,977
9
$2.66K 2.44%
31,806
+28,312
10
$2.65K 2.44%
+27,652
11
$2.57K 2.36%
33,809
+24,309
12
$2.56K 2.35%
+19,289
13
$2.42K 2.22%
16,796
+4,522
14
$2.33K 2.14%
+18,639
15
$2.31K 2.12%
+14,744
16
$2.29K 2.1%
12,379
-15,523
17
$2.25K 2.07%
27,008
-250
18
$2.23K 2.04%
17,599
-9,063
19
$2.18K 2%
+11,760
20
$2.14K 1.97%
189,004
+183,406
21
$2.12K 1.94%
32,450
+14,891
22
$2.1K 1.93%
+8,778
23
$2.08K 1.91%
+7,195
24
$2.07K 1.9%
+10,509
25
$2.06K 1.89%
74,965
+66,008
1
2 3 4 5