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
$111M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.99M
3
+$2.98M
4
ABBV icon
AbbVie
ABBV
+$2.86M
5
V icon
Visa
V
+$2.75M

Top Sells

1
+$86.4M
2
+$19.5M
3
+$17.9M
4
BDX icon
Becton Dickinson
BDX
+$16.8M
5
ABMD
Abiomed Inc
ABMD
+$13.2M

Sector Composition

1 Financials 20.36%
2 Consumer Discretionary 15.6%
3 Technology 13.38%
4 Healthcare 12.62%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.14M 3.72%
41,320
+4,580
2
$3.28M 2.95%
+34,135
3
$3.2M 2.88%
8,613
+3,095
4
$2.99M 2.69%
+33,849
5
$2.98M 2.68%
+26,378
6
$2.86M 2.58%
68,060
-14,860
7
$2.86M 2.57%
+30,196
8
$2.75M 2.48%
+18,357
9
$2.66M 2.39%
5,650
-183,354
10
$2.66M 2.39%
32,352
+31,844
11
$2.61M 2.35%
+29,676
12
$2.61M 2.34%
12,575
-4,221
13
$2.59M 2.33%
+45,880
14
$2.48M 2.23%
17,102
+14,982
15
$2.48M 2.23%
+14,792
16
$2.43M 2.18%
+345,320
17
$2.36M 2.12%
14,333
+11,333
18
$2.32M 2.08%
25,291
-1,717
19
$2.3M 2.07%
9,036
-65,929
20
$2.27M 2.04%
+297,952
21
$2.26M 2.04%
+32,577
22
$2.26M 2.04%
7,280
-23,580
23
$2.26M 2.03%
+12,828
24
$2.22M 2%
37,180
+25,800
25
$2.21M 1.99%
18,089
-14,361
1
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