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
$162M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$3.09M
3
+$1.56M
4
LRCX icon
Lam Research
LRCX
+$666K
5
SIVB
SVB Financial Group
SIVB
+$321K

Top Sells

1
+$16.3M
2
+$1.24M
3
+$1.23M
4
LULU icon
lululemon athletica
LULU
+$1.1M
5
STX icon
Seagate
STX
+$873K

Sector Composition

1 Technology 14.51%
2 Financials 14.01%
3 Healthcare 11.89%
4 Consumer Discretionary 6.68%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 9.63%
+429,009
2
$12.4M 7.62%
233,884
-16,415
3
$3.73M 2.3%
33,466
-1,284
4
$3.54M 2.19%
37,279
+2,259
5
$3.39M 2.09%
14,362
-553
6
$3.32M 2.05%
24,859
-798
7
$3.24M 2%
20,620
-3,493
8
$3.23M 1.99%
55,830
-4,950
9
$3.21M 1.98%
35,107
+2,018
10
$3.09M 1.91%
+66,519
11
$3.04M 1.87%
6,154
-248
12
$2.97M 1.83%
13,365
-473
13
$2.95M 1.82%
8,965
-769
14
$2.82M 1.74%
18,860
-8,209
15
$2.78M 1.71%
78,001
-3,886
16
$2.72M 1.68%
5,617
-509
17
$2.55M 1.58%
18,282
-1,172
18
$2.44M 1.5%
61,292
+39,195
19
$2.42M 1.49%
7,555
-432
20
$2.27M 1.4%
6,215
-992
21
$2.03M 1.25%
7,939
-295
22
$2.01M 1.24%
16,313
-363
23
$1.93M 1.19%
5,883
-292
24
$1.9M 1.18%
15,431
25
$1.8M 1.11%
21,409
-963
1
2 3 4