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
$205M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$892K
3
+$867K
4
FE icon
FirstEnergy
FE
+$862K
5
D icon
Dominion Energy
D
+$854K

Top Sells

1
+$10.3M
2
+$1.96M
3
+$1.45M
4
AMD icon
Advanced Micro Devices
AMD
+$1.18M
5
ADM icon
Archer Daniels Midland
ADM
+$718K

Sector Composition

1 Technology 19.63%
2 Financials 16.37%
3 Healthcare 9.52%
4 Consumer Discretionary 6.92%
5 Energy 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 7.99%
367,747
+11,031
2
$8.31M 4.05%
144,011
+6,993
3
$6.34M 3.08%
35,015
+380
4
$6.01M 2.92%
14,152
+585
5
$5.72M 2.78%
33,649
+5,247
6
$4.38M 2.13%
28,169
-12,580
7
$3.85M 1.88%
42,630
+8,500
8
$3.69M 1.8%
31,531
+1,272
9
$3.42M 1.67%
60,500
+2,833
10
$3.34M 1.63%
78,681
+2,359
11
$2.88M 1.4%
3,996
+35
12
$2.86M 1.39%
14,365
+286
13
$2.81M 1.37%
6,679
+165
14
$2.81M 1.37%
15,431
15
$2.79M 1.36%
5,681
-872
16
$2.74M 1.34%
14,752
-120
17
$2.72M 1.32%
20,140
-10,760
18
$2.7M 1.31%
8,442
-743
19
$2.68M 1.3%
35,712
-164
20
$2.37M 1.15%
24,110
-1,170
21
$2.21M 1.08%
7,079
+98
22
$2.11M 1.03%
5,345
+22
23
$2.1M 1.02%
16,766
+253
24
$2.1M 1.02%
14,841
+1,227
25
$2.09M 1.02%
21,928
+571
1
2 3 4 5