AA

Altman Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 28.32%
This Quarter Est. Return
1 Year Est. Return
+28.32%
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
1
$13.7M 6.3%
218,474
+32,189
2
$7.24M 3.34%
34,072
+617
3
$6.28M 2.9%
34,071
+152
4
$6.01M 2.77%
15,217
+377
5
$5.76M 2.66%
52,927
+1,546
6
$5.6M 2.58%
35,254
+9,180
7
$5.46M 2.52%
+56,837
8
$4.66M 2.15%
85,133
-2,663
9
$4.12M 1.9%
85,074
+2,934
10
$3.64M 1.68%
37,428
-409
11
$3.59M 1.65%
18,639
-839
12
$3.55M 1.63%
6,650
-17
13
$3.55M 1.63%
100,891
-306,589
14
$3.42M 1.58%
15,431
15
$3.3M 1.52%
29,120
-520
16
$3.01M 1.39%
15,449
+274
17
$2.88M 1.33%
6,709
+86
18
$2.71M 1.25%
70,718
+2,600
19
$2.66M 1.23%
7,709
+108
20
$2.57M 1.19%
9,114
-1,275
21
$2.51M 1.16%
198,762
-1,762
22
$2.43M 1.12%
10,063
-215
23
$2.37M 1.09%
7,420
+1,591
24
$2.35M 1.08%
10,162
+43
25
$2.34M 1.08%
35,260
+19,309
1
2 3 4 5