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
$191M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.54M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
SHW icon
Sherwin-Williams
SHW
+$1.47M

Top Sells

1
+$3.25M
2
+$1.14M
3
+$1.09M
4
HDB icon
HDFC Bank
HDB
+$741K
5
UL icon
Unilever
UL
+$739K

Sector Composition

1 Technology 18.34%
2 Financials 14.47%
3 Healthcare 9.34%
4 Consumer Discretionary 7.86%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.2M 7.95%
356,716
-76,519
2
$10.3M 5.42%
+101,519
3
$7.54M 3.95%
+137,018
4
$5.69M 2.99%
40,749
-238
5
$5.47M 2.87%
28,402
+287
6
$5.26M 2.76%
34,635
+263
7
$5.1M 2.68%
13,567
-696
8
$3.54M 1.85%
14,227
-1,401
9
$3.45M 1.81%
30,900
-4,140
10
$3.12M 1.64%
+57,667
11
$3.03M 1.59%
30,259
+459
12
$2.98M 1.56%
76,322
-1,517
13
$2.76M 1.44%
15,431
14
$2.61M 1.37%
3,961
+18
15
$2.39M 1.26%
14,079
-840
16
$2.35M 1.23%
9,185
-854
17
$2.32M 1.22%
6,514
+22
18
$2.32M 1.22%
6,553
+2,267
19
$2.23M 1.17%
15,106
-502
20
$2.18M 1.14%
8,378
-1,249
21
$2.11M 1.11%
35,876
-912
22
$2.06M 1.08%
66,761
-1,721
23
$1.98M 1.04%
25,280
+220
24
$1.92M 1.01%
12,680
-69
25
$1.84M 0.97%
115,375
+517
1
2 3 4 5