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
$194M
AUM Growth
+$29.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$2.5M
3
+$1.56M
4
UBS icon
UBS Group
UBS
+$1.45M
5
DE icon
Deere & Co
DE
+$1.35M

Top Sells

1
+$4.7M
2
+$1.58M
3
+$1.35M
4
UBER icon
Uber
UBER
+$1.34M
5
MASI icon
Masimo
MASI
+$1.26M

Sector Composition

1 Technology 18.02%
2 Healthcare 12.66%
3 Consumer Discretionary 12.08%
4 Financials 10.12%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 8.97%
+501,350
2
$14.8M 7.65%
270,241
-4,215
3
$6.55M 3.38%
18,243
+4,329
4
$5.36M 2.77%
196,330
+470
5
$5.23M 2.7%
32,060
+280
6
$4.56M 2.36%
26,132
+232
7
$4.44M 2.29%
31,940
+7,680
8
$4.26M 2.2%
13,829
+145
9
$4.26M 2.2%
26,263
-438
10
$3.87M 2%
32,486
+715
11
$3.81M 1.97%
6,620
-103
12
$3.8M 1.96%
60,410
+70
13
$3.78M 1.95%
27,269
+26
14
$3.7M 1.91%
7,253
-60
15
$3.67M 1.9%
16,569
+130
16
$3.36M 1.74%
12,961
+56
17
$3.27M 1.69%
5,528
-61
18
$3.14M 1.62%
37,100
+261
19
$3.11M 1.6%
13,682
+1,258
20
$3.08M 1.59%
22,051
+91
21
$2.92M 1.51%
8,178
+35
22
$2.82M 1.46%
9,423
-5
23
$2.75M 1.42%
33,270
+30,267
24
$2.64M 1.36%
75,888
+152
25
$2.55M 1.32%
69,238
+1,066
1
2 3 4