AA

Altman Advisors Portfolio holdings

AUM $265M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.41M
3
+$1.37M
4
TSLA icon
Tesla
TSLA
+$1.34M
5
FE icon
FirstEnergy
FE
+$1.31M

Top Sells

1
+$3.09M
2
+$1.71M
3
+$1.54M
4
KNG icon
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
+$1.42M
5
ABBV icon
AbbVie
ABBV
+$1.41M

Sector Composition

1 Technology 13.81%
2 Financials 13.02%
3 Healthcare 12.03%
4 Consumer Discretionary 6.4%
5 Industrials 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 14.76%
430,253
+1,244
2
$10.7M 9.78%
206,281
-27,603
3
$3.85M 3.53%
44,479
+9,372
4
$2.93M 2.68%
14,601
+239
5
$2.8M 2.56%
25,398
+539
6
$2.46M 2.25%
39,714
+2,435
7
$2.13M 1.95%
23,986
+7,673
8
$1.78M 1.63%
75,991
-2,010
9
$1.75M 1.6%
25,928
-7,538
10
$1.7M 1.56%
64,733
+3,441
11
$1.7M 1.55%
37,180
-18,650
12
$1.7M 1.55%
9,465
-3,900
13
$1.68M 1.54%
15,431
14
$1.67M 1.53%
6,445
-1,110
15
$1.57M 1.43%
14,642
-3,640
16
$1.55M 1.42%
3,769
-1,848
17
$1.52M 1.39%
5,428
-787
18
$1.5M 1.38%
52,812
+64
19
$1.46M 1.33%
18,065
+344
20
$1.44M 1.32%
11,394
-9,226
21
$1.43M 1.31%
53,160
-5,670
22
$1.42M 1.3%
5,746
+80
23
$1.42M 1.3%
21,972
+563
24
$1.42M 1.3%
5,480
-446
25
$1.4M 1.28%
+44,305
1
2 3 4