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
$159M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$1.62M
3
+$1.22M
4
DOCT icon
FT Vest US Equity Deep Buffer ETF October
DOCT
+$750K
5
AAPL icon
Apple
AAPL
+$744K

Top Sells

1
+$1.48M
2
+$1.46M
3
+$1.05M
4
CVS icon
CVS Health
CVS
+$1.03M
5
CSCO icon
Cisco
CSCO
+$893K

Sector Composition

1 Technology 21.12%
2 Healthcare 17.93%
3 Consumer Discretionary 15.77%
4 Consumer Staples 7.63%
5 Communication Services 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 7.45%
249,260
+170,149
2
$6.1M 3.83%
188,299
-4,160
3
$4.73M 2.97%
29,060
+340
4
$4.61M 2.89%
19,587
+6,867
5
$4.57M 2.87%
40,330
+50
6
$4.35M 2.73%
47,429
+202
7
$4.15M 2.6%
53,746
-654
8
$3.62M 2.27%
16,531
-382
9
$3M 1.88%
68,460
-16,400
10
$2.95M 1.85%
5,460
-51
11
$2.93M 1.84%
6,290
-27
12
$2.81M 1.77%
7,883
-100
13
$2.79M 1.75%
10,501
-219
14
$2.77M 1.74%
25,856
-192
15
$2.74M 1.72%
17,392
-247
16
$2.73M 1.72%
20,601
+5,606
17
$2.67M 1.67%
11,605
-5
18
$2.66M 1.67%
17,503
-223
19
$2.65M 1.67%
14,880
+1,226
20
$2.63M 1.65%
7,497
-245
21
$2.62M 1.65%
11,797
-132
22
$2.61M 1.64%
12,170
-116
23
$2.58M 1.62%
12,204
-161
24
$2.55M 1.6%
7,559
-56
25
$2.51M 1.58%
42,786
-255
1
2 3 4