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
$164M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.59M
3
+$1.6M
4
JPM icon
JPMorgan Chase
JPM
+$1.4M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.11M

Top Sells

1
+$3.17M
2
+$1.91M
3
+$1.62M
4
LPX icon
Louisiana-Pacific
LPX
+$1.51M
5
JD icon
JD.com
JD
+$1.37M

Sector Composition

1 Technology 19.32%
2 Healthcare 16.12%
3 Consumer Discretionary 12.84%
4 Financials 10.02%
5 Consumer Staples 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 9.14%
274,456
+10,153
2
$5.9M 3.6%
13,467
+10,532
3
$4.58M 2.79%
195,860
+5,280
4
$4.53M 2.77%
31,780
+220
5
$4.38M 2.67%
13,914
-6,066
6
$4.21M 2.57%
25,900
+3,326
7
$4.05M 2.47%
13,684
+2,025
8
$3.52M 2.15%
26,701
+1,007
9
$3.38M 2.07%
16,439
+1,149
10
$3.37M 2.06%
7,313
-88
11
$3.33M 2.03%
12,905
+1,032
12
$3.29M 2.01%
9,428
-470
13
$3.24M 1.98%
5,589
-274
14
$3.24M 1.98%
6,723
-310
15
$3.22M 1.96%
60,340
+2,280
16
$3.2M 1.95%
31,771
+877
17
$3.16M 1.93%
24,260
+19,880
18
$3.04M 1.86%
36,839
-23
19
$2.95M 1.8%
11,592
+197
20
$2.89M 1.76%
8,143
+179
21
$2.88M 1.76%
17,485
+270
22
$2.85M 1.74%
27,243
+279
23
$2.76M 1.69%
9,114
+2,288
24
$2.71M 1.65%
11,250
+328
25
$2.69M 1.64%
21,960
+265
1
2 3 4