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
$225M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.11M
3
+$2.1M
4
V icon
Visa
V
+$2.07M
5
GD icon
General Dynamics
GD
+$1.96M

Top Sells

1
+$2.48M
2
+$1.71M
3
+$1.7M
4
HDB icon
HDFC Bank
HDB
+$1.45M
5
BHP icon
BHP
BHP
+$1.41M

Sector Composition

1 Technology 19.06%
2 Financials 15.08%
3 Healthcare 9.18%
4 Consumer Discretionary 6.64%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 7.95%
378,911
+7,534
2
$10.5M 4.68%
172,551
+27,710
3
$7.75M 3.45%
33,280
-344
4
$6.52M 2.9%
15,151
+51
5
$6.46M 2.87%
34,663
+141
6
$6.25M 2.78%
51,432
+274
7
$4.44M 1.98%
80,740
+19,284
8
$4.33M 1.93%
26,091
-285
9
$3.97M 1.77%
79,944
+708
10
$3.85M 1.71%
6,725
+64
11
$3.45M 1.54%
20,017
-93
12
$3.38M 1.5%
12,993
-374
13
$3.16M 1.41%
15,431
14
$3.11M 1.38%
38,512
+9,104
15
$3.06M 1.36%
6,642
-24
16
$2.94M 1.31%
14,892
+3,523
17
$2.84M 1.27%
16,695
-75
18
$2.81M 1.25%
10,754
+43
19
$2.8M 1.25%
+66,873
20
$2.57M 1.15%
5,241
-106
21
$2.46M 1.09%
14,168
-339
22
$2.33M 1.04%
7,022
+23
23
$2.32M 1.03%
10,513
-20
24
$2.25M 1%
16,468
+191
25
$2.25M 1%
23,448
+112
1
2 3 4