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
$91.2M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.95M
3 +$1.73M
4
SHW icon
Sherwin-Williams
SHW
+$1.71M
5
MSFT icon
Microsoft
MSFT
+$1.46M

Top Sells

1 +$2.59M
2 +$2.43M
3 +$2.36M
4
LRCX icon
Lam Research
LRCX
+$2.04M
5
MAR icon
Marriott International
MAR
+$2.02M

Sector Composition

1 Financials 21.19%
2 Consumer Discretionary 12.88%
3 Healthcare 12.37%
4 Communication Services 9.33%
5 Technology 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.3M 3.62%
33,761
-374
2
$3.09M 3.39%
+12,373
3
$3.05M 3.34%
40,600
-720
4
$2.74M 3.01%
8,504
-109
5
$2.55M 2.8%
26,154
-224
6
$2.5M 2.74%
12,856
+281
7
$2.48M 2.71%
26,852
-3,344
8
$2.43M 2.67%
18,442
+85
9
$2.35M 2.57%
13,656
+2,976
10
$2.32M 2.55%
13,090
-1,702
11
$2.3M 2.52%
5,846
+196
12
$2.26M 2.48%
67,100
-960
13
$2.25M 2.47%
14,248
-2,854
14
$2.17M 2.37%
25,309
+18
15
$1.96M 2.14%
12,279
-549
16
$1.96M 2.14%
8,894
-142
17
$1.95M 2.14%
+8,490
18
$1.91M 2.1%
32,323
-254
19
$1.91M 2.09%
25,290
-56
20
$1.87M 2.05%
36,120
-1,060
21
$1.78M 1.95%
16,239
-28
22
$1.76M 1.93%
71,551
-1,981
23
$1.75M 1.92%
26,126
-3,550
24
$1.73M 1.9%
+30,834
25
$1.71M 1.87%
+13,005