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
$118M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.34M
3
+$1.66M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$1.22M
5
SHOP icon
Shopify
SHOP
+$917K

Top Sells

1
+$2.45M
2
+$2.27M
3
+$1.82M
4
EA icon
Electronic Arts
EA
+$1.81M
5
CSGP icon
CoStar Group
CSGP
+$1.4M

Sector Composition

1 Financials 20.39%
2 Healthcare 16.47%
3 Technology 15.03%
4 Consumer Discretionary 13.3%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.69M 3.12%
42,520
+3,280
2
$3.14M 2.66%
29,411
-1,245
3
$3.12M 2.64%
26,529
+44
4
$3.12M 2.64%
18,119
-217
5
$2.97M 2.52%
23,858
-537
6
$2.95M 2.5%
39,707
+1,062
7
$2.86M 2.42%
49,128
+668
8
$2.83M 2.39%
20,323
-1,577
9
$2.8M 2.37%
24,401
+181
10
$2.7M 2.29%
12,580
-142
11
$2.69M 2.27%
44,507
12
$2.68M 2.27%
11,569
-2,089
13
$2.61M 2.21%
94,530
+7,850
14
$2.58M 2.19%
88,544
+14,476
15
$2.52M 2.14%
+40,017
16
$2.45M 2.07%
12,663
-46
17
$2.36M 2%
8,701
-12
18
$2.34M 1.98%
+18,060
19
$2.33M 1.97%
49,896
+722
20
$2.25M 1.91%
36,980
21
$2.25M 1.9%
1,480
+802
22
$2.21M 1.87%
28,952
+195
23
$2.19M 1.86%
28,952
+492
24
$2.19M 1.85%
9,887
-73
25
$2.17M 1.84%
8,792
-64
1
2 3