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
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$2.31M
3
+$2.17M
4
PG icon
Procter & Gamble
PG
+$1.84M
5
RMD icon
ResMed
RMD
+$1.84M

Top Sells

1
+$3.1M
2
+$2.56M
3
+$2.22M
4
LRCX icon
Lam Research
LRCX
+$1.92M
5
NVR icon
NVR
NVR
+$1.92M

Sector Composition

1 Healthcare 26.37%
2 Technology 15.77%
3 Communication Services 11.48%
4 Consumer Discretionary 11.05%
5 Consumer Staples 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.31M 4.93%
+192,737
2
$3.2M 2.97%
53,124
+3,964
3
$2.78M 2.58%
28,540
-14,060
4
$2.69M 2.5%
16,712
-1,024
5
$2.48M 2.3%
54,521
-4,618
6
$2.42M 2.25%
20,549
-2,248
7
$2.4M 2.23%
11,823
-605
8
$2.33M 2.16%
25,052
-1,666
9
$2.31M 2.14%
+30,852
10
$2.29M 2.13%
17,478
-743
11
$2.29M 2.12%
42,536
-1,849
12
$2.22M 2.06%
37,473
-2,090
13
$2.17M 2.01%
+14,814
14
$2.11M 1.96%
88,900
-5,730
15
$2.05M 1.91%
10,999
-658
16
$2.05M 1.9%
5,451
+631
17
$2.02M 1.88%
9,285
-511
18
$2.01M 1.86%
26,329
-1,446
19
$2M 1.86%
12,123
-577
20
$2M 1.86%
34,360
-2,720
21
$1.98M 1.84%
8,186
-510
22
$1.93M 1.79%
7,747
-368
23
$1.91M 1.78%
8,531
-201
24
$1.91M 1.77%
12,088
-8,330
25
$1.84M 1.71%
+16,746
1
2 3 4