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
$125M
AUM Growth
+$7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$934K
3
+$820K
4
ABMD
Abiomed Inc
ABMD
+$435K
5
BA icon
Boeing
BA
+$68.4K

Top Sells

1
+$2.25M
2
+$1.7M
3
+$1.25M
4
SIVB
SVB Financial Group
SIVB
+$873K
5
IPGP icon
IPG Photonics
IPGP
+$814K

Sector Composition

1 Financials 17.99%
2 Healthcare 17.93%
3 Technology 16.81%
4 Consumer Discretionary 14.16%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.94M 3.15%
42,600
+80
2
$3.66M 2.93%
26,261
-268
3
$3.43M 2.74%
26,718
-2,693
4
$3.33M 2.66%
17,736
-383
5
$3.22M 2.57%
20,418
+95
6
$3.1M 2.48%
88,057
-487
7
$3.02M 2.41%
22,797
-1,061
8
$3M 2.39%
12,428
-235
9
$2.99M 2.39%
94,630
+100
10
$2.98M 2.38%
49,160
+32
11
$2.94M 2.35%
39,563
-454
12
$2.93M 2.34%
24,404
+3
13
$2.85M 2.27%
39,891
+184
14
$2.73M 2.18%
44,385
-122
15
$2.71M 2.17%
59,139
+118
16
$2.66M 2.12%
18,221
+161
17
$2.6M 2.08%
8,696
-5
18
$2.56M 2.04%
29,002
+50
19
$2.55M 2.03%
11,657
+88
20
$2.51M 2.01%
12,700
+120
21
$2.48M 1.98%
37,080
+100
22
$2.46M 1.96%
27,775
-1,177
23
$2.39M 1.91%
8,115
-177
24
$2.32M 1.86%
16,063
-34
25
$2.32M 1.85%
8,732
-60
1
2 3