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
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$439K
3
+$255K
4
KMB icon
Kimberly-Clark
KMB
+$147K
5
EQIX icon
Equinix
EQIX
+$69.5K

Top Sells

1
+$5.31M
2
+$2M
3
+$1.8M
4
WORK
Slack Technologies, Inc.
WORK
+$890K
5
JD icon
JD.com
JD
+$886K

Sector Composition

1 Healthcare 28.41%
2 Technology 18.41%
3 Consumer Discretionary 13.64%
4 Consumer Staples 10.51%
5 Communication Services 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.91M 3.32%
28,340
-200
2
$3.76M 3.2%
39,640
-780
3
$3.76M 3.19%
14,818
+4
4
$3.25M 2.76%
54,132
+1,008
5
$3.21M 2.73%
16,619
-93
6
$2.85M 2.43%
23,793
-1,259
7
$2.78M 2.36%
52,794
-1,727
8
$2.73M 2.32%
11,566
-257
9
$2.72M 2.31%
86,130
-2,770
10
$2.67M 2.27%
10,666
-333
11
$2.52M 2.14%
25,652
-677
12
$2.44M 2.08%
5,370
-81
13
$2.44M 2.07%
17,329
-149
14
$2.41M 2.05%
12,560
+76
15
$2.41M 2.05%
9,310
+25
16
$2.4M 2.04%
36,913
-560
17
$2.4M 2.04%
11,785
-303
18
$2.37M 2.01%
30,777
-75
19
$2.34M 1.99%
7,922
-264
20
$2.33M 1.98%
42,249
-287
21
$2.28M 1.94%
6,291
+186
22
$2.25M 1.91%
7,619
-128
23
$2.25M 1.91%
12,168
+45
24
$2.21M 1.88%
16,160
-4,389
25
$2.08M 1.77%
20,524
+4,328
1
2 3 4