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
$235M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$2.25M
3
+$1.76M
4
LRCX icon
Lam Research
LRCX
+$1.72M
5
T icon
AT&T
T
+$1.46M

Top Sells

1
+$1.69M
2
+$1.38M
3
+$1.34M
4
BUD icon
AB InBev
BUD
+$808K
5
LLY icon
Eli Lilly
LLY
+$720K

Sector Composition

1 Technology 19.94%
2 Financials 15.34%
3 Consumer Discretionary 8.29%
4 Healthcare 7.69%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 7.8%
407,480
+28,569
2
$10.1M 4.29%
186,285
+13,734
3
$8.38M 3.57%
33,455
+175
4
$7.44M 3.17%
33,919
-744
5
$6.9M 2.94%
51,381
-51
6
$6.26M 2.67%
14,840
-311
7
$5.43M 2.31%
+80,171
8
$4.94M 2.1%
26,074
-17
9
$4.52M 1.93%
19,478
-539
10
$4.47M 1.91%
82,140
+1,400
11
$4.2M 1.79%
10,389
-365
12
$3.93M 1.67%
87,796
+7,852
13
$3.92M 1.67%
6,692
-33
14
$3.42M 1.46%
37,837
-675
15
$3.02M 1.29%
6,667
+25
16
$3.02M 1.29%
15,431
17
$2.7M 1.15%
15,175
+283
18
$2.66M 1.13%
13,452
-716
19
$2.64M 1.13%
2,964
-141
20
$2.62M 1.12%
5,029
-212
21
$2.58M 1.1%
68,118
+1,245
22
$2.55M 1.09%
15,306
-1,389
23
$2.54M 1.08%
23,010
-438
24
$2.47M 1.05%
13,273
-211
25
$2.4M 1.02%
7,601
+81
1
2 3 4