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
$176M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.46M
3
+$1.4M
4
MS icon
Morgan Stanley
MS
+$1.36M
5
ORCL icon
Oracle
ORCL
+$1.35M

Top Sells

1
+$2.12M
2
+$1.61M
3
+$1.55M
4
MA icon
Mastercard
MA
+$1.53M
5
ENPH icon
Enphase Energy
ENPH
+$1.41M

Sector Composition

1 Technology 18.18%
2 Healthcare 11.09%
3 Financials 10.43%
4 Consumer Discretionary 10.42%
5 Consumer Staples 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17M 9.67%
514,895
+13,545
2
$13.9M 7.92%
268,768
-1,473
3
$5.48M 3.12%
18,222
-21
4
$4.56M 2.6%
33,998
+1,938
5
$4.14M 2.36%
25,862
-270
6
$3.96M 2.26%
14,425
+596
7
$3.93M 2.24%
26,927
-342
8
$3.87M 2.21%
7,235
-18
9
$3.85M 2.19%
668,700
+636,760
10
$3.5M 1.99%
6,439
-181
11
$3.47M 1.98%
24,748
-1,515
12
$3.18M 1.81%
59,920
-490
13
$3.17M 1.8%
33,644
+374
14
$2.9M 1.65%
86,841
+17,603
15
$2.82M 1.61%
9,391
-32
16
$2.8M 1.6%
13,588
-2,981
17
$2.61M 1.48%
13,852
+170
18
$2.43M 1.38%
7,410
+171
19
$2.39M 1.36%
8,189
+4,298
20
$2.35M 1.34%
127,110
-69,220
21
$2.22M 1.27%
75,924
+36
22
$2.11M 1.2%
18,740
+431
23
$1.98M 1.13%
3,385
-2,143
24
$1.96M 1.12%
8,080
-4,881
25
$1.81M 1.03%
15,431
1
2 3 4