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
$176M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.47M
3
+$1.05M
4
META icon
Meta Platforms (Facebook)
META
+$494K
5
MSFT icon
Microsoft
MSFT
+$424K

Top Sells

1
+$2.86M
2
+$2.05M
3
+$1.99M
4
DXCM icon
DexCom
DXCM
+$1.92M
5
GD icon
General Dynamics
GD
+$1.91M

Sector Composition

1 Technology 22.72%
2 Financials 13.38%
3 Communication Services 6.81%
4 Consumer Discretionary 6.57%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 9.72%
371,377
+3,630
2
$8.25M 4.69%
144,841
+830
3
$7.08M 4.03%
33,624
-25
4
$6.75M 3.84%
15,100
+948
5
$6.67M 3.79%
34,522
-493
6
$6.32M 3.59%
51,158
+8,528
7
$4.8M 2.73%
26,376
-1,793
8
$3.48M 1.98%
79,236
+555
9
$3.37M 1.92%
3,970
-26
10
$3.36M 1.91%
6,661
+980
11
$3.23M 1.84%
20,110
-30
12
$3.22M 1.83%
61,456
+956
13
$3.1M 1.76%
26,908
-4,623
14
$2.72M 1.55%
7,104
-1,338
15
$2.71M 1.54%
6,666
-13
16
$2.68M 1.52%
13,367
-1,385
17
$2.62M 1.49%
15,431
18
$2.52M 1.43%
14,507
-334
19
$2.48M 1.41%
23,310
-800
20
$2.38M 1.35%
5,347
+2
21
$2.37M 1.35%
16,770
+4
22
$2.26M 1.29%
15,867
-63
23
$2.19M 1.25%
6,999
-80
24
$2.18M 1.24%
202,193
-2,648
25
$2.12M 1.21%
10,711
+69
1
2 3 4