AA

Altman Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 31.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.92M
3
+$1.89M
4
META icon
Meta Platforms (Facebook)
META
+$1.59M
5
LLY icon
Eli Lilly
LLY
+$1.18M

Top Sells

1
+$2.54M
2
+$2.19M
3
+$1.93M
4
SHW icon
Sherwin-Williams
SHW
+$1.88M
5
NEE icon
NextEra Energy
NEE
+$1.71M

Sector Composition

1 Technology 24.96%
2 Financials 14.97%
3 Consumer Discretionary 8.62%
4 Communication Services 8.3%
5 Healthcare 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 6.02%
230,942
+2,168
2
$12.3M 4.71%
65,988
-339
3
$8.92M 3.41%
35,050
-78
4
$8.57M 3.28%
35,271
-569
5
$7.93M 3.03%
15,305
-48
6
$7.65M 2.93%
34,823
+71
7
$6.99M 2.68%
123,864
+36,417
8
$6.03M 2.31%
62,562
+3,462
9
$5.98M 2.29%
18,133
-456
10
$5.38M 2.06%
86,483
+1,029
11
$4.73M 1.81%
6,445
+2,142
12
$3.86M 1.48%
37,411
-213
13
$3.78M 1.45%
15,431
14
$3.68M 1.41%
13,160
-56
15
$3.68M 1.41%
15,874
+84
16
$3.54M 1.36%
12,595
-2,622
17
$3.53M 1.35%
94,521
-20,010
18
$3.52M 1.35%
29,370
+20
19
$3.47M 1.33%
23,802
-20
20
$3.4M 1.3%
6,771
+62
21
$3.32M 1.27%
10,081
+113
22
$3.32M 1.27%
6,761
-15
23
$3.28M 1.26%
24,507
-269
24
$3.21M 1.23%
201,281
+398
25
$3.08M 1.18%
30,306
-673
1
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