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
$181M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.42M
3
+$1.3M
4
JPM icon
JPMorgan Chase
JPM
+$1.3M
5
MRNA icon
Moderna
MRNA
+$1.14M

Top Sells

1
+$14.9M
2
+$3.9M
3
+$3.38M
4
AMGN icon
Amgen
AMGN
+$2.69M
5
GLD icon
SPDR Gold Trust
GLD
+$2.46M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 16.06%
3 Healthcare 15.71%
4 Financials 7.5%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 8.02%
264,303
+1,758
2
$7.42M 4.11%
19,980
+42
3
$5.32M 2.95%
31,560
+400
4
$4.87M 2.7%
190,580
-581,340
5
$3.87M 2.14%
11,659
-289
6
$3.75M 2.08%
13,483
+52
7
$3.73M 2.07%
5,407
-107
8
$3.71M 2.05%
5,863
-439
9
$3.68M 2.04%
9,898
-89
10
$3.46M 1.91%
7,033
-19
11
$3.46M 1.91%
12,264
+23
12
$3.41M 1.89%
7,401
+7
13
$3.4M 1.88%
4,199
+1,609
14
$3.38M 1.87%
22,574
-338
15
$3.38M 1.87%
21,676
+164
16
$3.24M 1.79%
15,290
+149
17
$3.15M 1.74%
36,862
+280
18
$3.09M 1.71%
58,060
+720
19
$2.95M 1.63%
21,695
+154
20
$2.95M 1.63%
25,694
+57
21
$2.88M 1.59%
6,960
+100
22
$2.86M 1.58%
30,894
+769
23
$2.8M 1.55%
17,215
+73
24
$2.8M 1.55%
11,395
+133
25
$2.79M 1.54%
26,964
+10,546
1
2 3 4