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
$158M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.18M
3
+$1.17M
4
QCOM icon
Qualcomm
QCOM
+$1.12M
5
AMLP icon
Alerian MLP ETF
AMLP
+$808K

Top Sells

1
+$60.8M
2
+$2.35M
3
+$1.36M
4
META icon
Meta Platforms (Facebook)
META
+$1.33M
5
LPX icon
Louisiana-Pacific
LPX
+$1.21M

Sector Composition

1 Technology 15.88%
2 Financials 12.3%
3 Healthcare 11.23%
4 Consumer Discretionary 9.25%
5 Energy 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 10.29%
501,391
-13,504
2
$11.4M 7.21%
250,299
-18,469
3
$4.49M 2.84%
27,069
+142
4
$4.42M 2.79%
16,676
-1,546
5
$3.96M 2.5%
35,020
+1,022
6
$3.55M 2.24%
25,657
-205
7
$3.47M 2.19%
14,915
+490
8
$3.24M 2.04%
24,113
-635
9
$3.23M 2.04%
6,402
-833
10
$3.17M 2%
33,089
-635,611
11
$3.03M 1.92%
34,750
+1,106
12
$2.89M 1.83%
6,126
-313
13
$2.7M 1.7%
60,780
+860
14
$2.69M 1.7%
9,734
+343
15
$2.58M 1.63%
81,887
-4,954
16
$2.46M 1.55%
13,838
+250
17
$2.38M 1.5%
14,441
+589
18
$2.13M 1.35%
7,987
-202
19
$2.11M 1.33%
7,207
-203
20
$2.03M 1.28%
19,454
+714
21
$1.88M 1.19%
66,704
-9,220
22
$1.86M 1.17%
22,372
+206
23
$1.83M 1.16%
8,234
+154
24
$1.81M 1.14%
15,431
25
$1.56M 0.98%
13,963
+1,242
1
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