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
$217M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$2.19M
3
+$2.01M
4
TIMB icon
TIM SA
TIMB
+$1.98M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.46M

Top Sells

1
+$10.8M
2
+$8.13M
3
+$5.43M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.25M
5
PRU icon
Prudential Financial
PRU
+$1.91M

Sector Composition

1 Technology 18.95%
2 Financials 16.25%
3 Healthcare 9.16%
4 Consumer Discretionary 8.47%
5 Communication Services 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEUR icon
1
iShares Core MSCI Europe ETF
IEUR
$6.81B
$13.7M 6.3%
218,474
+32,189
AAPL icon
2
Apple
AAPL
$3.74T
$7.24M 3.34%
34,072
+617
AMZN icon
3
Amazon
AMZN
$2.27T
$6.28M 2.9%
34,071
+152
MSFT icon
4
Microsoft
MSFT
$3.82T
$6.01M 2.77%
15,217
+377
NVDA icon
5
NVIDIA
NVDA
$4.46T
$5.76M 2.66%
52,927
+1,546
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.06T
$5.6M 2.58%
35,254
+9,180
IEF icon
7
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$5.46M 2.52%
+56,837
IAU icon
8
iShares Gold Trust
IAU
$64.3B
$4.66M 2.15%
85,133
-2,663
XSVM icon
9
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$565M
$4.12M 1.9%
85,074
+2,934
WMT icon
10
Walmart
WMT
$859B
$3.64M 1.68%
37,428
-409
AVGO icon
11
Broadcom
AVGO
$1.65T
$3.59M 1.65%
18,639
-839
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.55M 1.63%
6,650
-17
FNOV icon
13
FT Vest US Equity Buffer ETF November
FNOV
$999M
$3.55M 1.63%
100,891
-306,589
CBOE icon
14
Cboe Global Markets
CBOE
$25.1B
$3.42M 1.58%
15,431
NFLX icon
15
Netflix
NFLX
$510B
$3.3M 1.52%
2,912
-52
ABBV icon
16
AbbVie
ABBV
$406B
$3.01M 1.39%
15,449
+274
CRWD icon
17
CrowdStrike
CRWD
$122B
$2.88M 1.33%
6,709
+86
FLIN icon
18
Franklin FTSE India ETF
FLIN
$2.53B
$2.71M 1.25%
70,718
+2,600
V icon
19
Visa
V
$664B
$2.66M 1.23%
7,709
+108
TSLA icon
20
Tesla
TSLA
$1.46T
$2.57M 1.19%
9,114
-1,275
MUFG icon
21
Mitsubishi UFJ Financial
MUFG
$171B
$2.51M 1.16%
198,762
-1,762
IBM icon
22
IBM
IBM
$262B
$2.43M 1.12%
10,063
-215
MCD icon
23
McDonald's
MCD
$220B
$2.37M 1.09%
7,420
+1,591
LNG icon
24
Cheniere Energy
LNG
$48.1B
$2.35M 1.08%
10,162
+43
NVO icon
25
Novo Nordisk
NVO
$242B
$2.34M 1.08%
35,260
+19,309
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