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
$108M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.09M
3
+$1.84M
4
CELG
Celgene Corp
CELG
+$1.66M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.62M

Top Sells

1
+$3.04M
2
+$2.3M
3
+$1.95M
4
BA icon
Boeing
BA
+$1.61M
5
OXY icon
Occidental Petroleum
OXY
+$1.38M

Sector Composition

1 Financials 18.58%
2 Healthcare 14.47%
3 Consumer Discretionary 13.47%
4 Technology 12.9%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.48M 3.21%
39,120
-1,480
2
$3.2M 2.95%
33,567
-194
3
$2.89M 2.66%
30,629
+17,634
4
$2.78M 2.56%
17,777
-665
5
$2.7M 2.49%
57,970
-9,130
6
$2.65M 2.45%
26,231
+77
7
$2.62M 2.41%
13,650
-6
8
$2.56M 2.36%
85,150
+76,280
9
$2.44M 2.25%
30,467
+4,794
10
$2.44M 2.25%
24,218
-1,091
11
$2.4M 2.21%
12,616
-474
12
$2.37M 2.19%
12,475
-381
13
$2.28M 2.11%
38,623
+7,789
14
$2.22M 2.05%
27,566
+714
15
$2.22M 2.05%
27,339
+1,213
16
$2.21M 2.04%
9,067
+173
17
$2.17M 2%
17,600
+2,039
18
$2.16M 1.99%
12,437
+158
19
$2.14M 1.97%
36,500
+380
20
$2.1M 1.94%
30,779
-1,544
21
$2.1M 1.93%
41,917
+32,417
22
$2.09M 1.93%
+13,048
23
$2.06M 1.9%
10,659
+183
24
$2.03M 1.87%
8,612
+1,225
25
$2.02M 1.86%
28,290
+22,428
1
2 3