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
$141M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$3.43M
3
+$2.42M
4
CRWD icon
CrowdStrike
CRWD
+$1.7M
5
DDOG icon
Datadog
DDOG
+$1.53M

Top Sells

1
+$3.39M
2
+$2.31M
3
+$1.76M
4
DIS icon
Walt Disney
DIS
+$1.75M
5
GILD icon
Gilead Sciences
GILD
+$1.56M

Sector Composition

1 Technology 21.06%
2 Healthcare 20.4%
3 Consumer Discretionary 14.4%
4 Consumer Staples 8.87%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.95M 4.22%
+192,459
2
$4.52M 3.2%
28,720
+380
3
$4.12M 2.92%
40,280
+640
4
$3.87M 2.74%
47,227
-5,567
5
$3.77M 2.67%
54,400
+268
6
$3.58M 2.54%
7,615
-7,203
7
$3.43M 2.43%
+79,111
8
$3.38M 2.4%
16,913
+294
9
$3.09M 2.19%
84,860
-1,270
10
$2.98M 2.11%
10,720
+54
11
$2.95M 2.09%
11,610
+44
12
$2.79M 1.98%
6,317
+26
13
$2.76M 1.95%
5,511
+141
14
$2.7M 1.91%
7,983
+61
15
$2.7M 1.91%
12,286
+118
16
$2.66M 1.88%
16,064
-96
17
$2.63M 1.86%
17,639
+310
18
$2.56M 1.81%
43,041
+792
19
$2.51M 1.78%
11,929
+144
20
$2.42M 1.72%
5,693
+109
21
$2.42M 1.71%
+13,654
22
$2.41M 1.71%
7,742
+123
23
$2.39M 1.69%
17,167
+252
24
$2.35M 1.67%
6,620
+161
25
$2.29M 1.62%
9,457
+147
1
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