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
$155M
AUM Growth
-$4.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.5M
3
+$2.27M
4
UL icon
Unilever
UL
+$2.1M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.82M

Top Sells

1
+$4.57M
2
+$2.57M
3
+$2.51M
4
DPZ icon
Domino's
DPZ
+$2.3M
5
T icon
AT&T
T
+$1.88M

Sector Composition

1 Technology 18.34%
2 Healthcare 16.3%
3 Consumer Discretionary 15.17%
4 Consumer Staples 8.89%
5 Financials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 8.14%
247,111
-2,149
2
$5.85M 3.77%
176,234
-12,065
3
$4.25M 2.74%
27,460
-1,600
4
$4.19M 2.7%
18,825
-762
5
$3.93M 2.53%
51,972
-1,774
6
$3.56M 2.29%
+72,626
7
$3.26M 2.1%
61,518
+34,425
8
$3.05M 1.97%
10,001
-500
9
$3.05M 1.97%
14,417
-2,114
10
$2.79M 1.8%
11,215
-390
11
$2.78M 1.79%
6,091
-199
12
$2.69M 1.74%
24,924
-932
13
$2.69M 1.74%
16,402
-990
14
$2.69M 1.74%
5,158
-302
15
$2.68M 1.73%
11,395
-402
16
$2.65M 1.71%
7,464
-419
17
$2.63M 1.7%
21,569
+968
18
$2.6M 1.68%
7,001
-496
19
$2.5M 1.62%
+73,701
20
$2.45M 1.58%
52,940
-15,520
21
$2.43M 1.57%
181,840
+86,680
22
$2.37M 1.53%
10,570
-1,600
23
$2.36M 1.52%
7,339
-220
24
$2.34M 1.51%
17,272
-59
25
$2.32M 1.5%
6,593
-48
1
2 3 4