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
$119M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$2.01M
3
+$1.13M
4
NEE icon
NextEra Energy
NEE
+$984K
5
PYPL icon
PayPal
PYPL
+$958K

Top Sells

1
+$2.89M
2
+$2.17M
3
+$1.58M
4
CBOE icon
Cboe Global Markets
CBOE
+$969K
5
ICE icon
Intercontinental Exchange
ICE
+$335K

Sector Composition

1 Financials 19.11%
2 Technology 14.25%
3 Consumer Discretionary 13.59%
4 Healthcare 12.87%
5 Communication Services 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.71M 3.12%
39,240
+120
2
$3.21M 2.7%
57,990
+20
3
$3.18M 2.67%
18,336
+559
4
$2.96M 2.49%
26,485
+254
5
$2.93M 2.47%
21,900
+5,224
6
$2.84M 2.39%
13,658
+8
7
$2.77M 2.33%
24,395
+177
8
$2.65M 2.23%
30,656
+189
9
$2.64M 2.22%
12,722
+106
10
$2.58M 2.17%
38,645
+10,355
11
$2.54M 2.14%
44,507
+5,884
12
$2.51M 2.11%
24,220
-9,347
13
$2.5M 2.1%
86,680
+1,530
14
$2.48M 2.09%
48,460
+19,208
15
$2.46M 2.06%
49,174
+7,257
16
$2.45M 2.06%
16,030
+2,982
17
$2.34M 1.97%
12,709
+234
18
$2.31M 1.94%
8,713
+101
19
$2.27M 1.91%
27,680
+341
20
$2.25M 1.89%
16,111
+248
21
$2.21M 1.86%
10,744
+85
22
$2.19M 1.84%
+28,757
23
$2.18M 1.83%
8,856
-211
24
$2.15M 1.8%
74,068
+1,170
25
$2.13M 1.79%
31,055
+276
1
2 3