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
$177M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.99M
3
+$2.74M
4
DOCU icon
DocuSign
DOCU
+$2.43M
5
LPX icon
Louisiana-Pacific
LPX
+$2.36M

Top Sells

1
+$5.85M
2
+$3.56M
3
+$2.5M
4
UL icon
Unilever
UL
+$2.1M
5
CHGG icon
Chegg
CHGG
+$2.03M

Sector Composition

1 Technology 21.87%
2 Healthcare 15.77%
3 Consumer Discretionary 15.32%
4 Financials 7.01%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3M 8.08%
262,545
+15,434
2
$5.21M 2.94%
31,160
+3,700
3
$4.74M 2.68%
19,938
+1,113
4
$4.24M 2.4%
78,686
+65,595
5
$4.12M 2.33%
13,431
+7,937
6
$3.92M 2.21%
771,920
+590,080
7
$3.9M 2.2%
73,261
+11,743
8
$3.63M 2.05%
15,141
+724
9
$3.44M 1.95%
11,948
+553
10
$3.41M 1.93%
6,302
+211
11
$3.35M 1.89%
22,912
+1,343
12
$3.28M 1.85%
9,987
-14
13
$3.23M 1.82%
12,241
+731
14
$3.11M 1.75%
7,052
+459
15
$3.04M 1.72%
7,394
+393
16
$2.98M 1.68%
17,142
+740
17
$2.95M 1.66%
36,582
-15,390
18
$2.94M 1.66%
7,925
+461
19
$2.92M 1.65%
25,637
+713
20
$2.87M 1.62%
5,514
+356
21
$2.78M 1.57%
21,512
+1,284
22
$2.78M 1.57%
57,340
+4,400
23
$2.74M 1.55%
+6,860
24
$2.74M 1.55%
11,781
+6,594
25
$2.72M 1.54%
27,099
+16,973
1
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