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Home > Institutional Investor > Altman Advisors, Inc. > Profile

Instuitional Investor - Altman Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Altman Advisors, Inc.
Portfolio Value $190,695,299
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 356,716 $15,165,353 7.95%
2.
Ishares Tr
 101,519 $10,331,589 5.41%
3.
Ishares Tr
 137,018 $7,538,730 3.95%
4.
Alphabet Inc.
 GOOG 40,749 $5,692,228 2.98%
5.
Apple Inc.
 AAPL 28,402 $5,468,163 2.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)