LJAC

L.J. Altfest & Co Portfolio holdings

AUM $896M
1-Year Est. Return 22.39%
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$13.9M
3
+$8.97M
4
CQQQ icon
Invesco China Technology ETF
CQQQ
+$8.32M
5
FVAL icon
Fidelity Value Factor ETF
FVAL
+$7.45M

Top Sells

1
+$19.6M
2
+$16.7M
3
+$9.91M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$9.69M
5
EUM icon
ProShares Trust Short MSCI Emerging Markets
EUM
+$9.51M

Sector Composition

1 Technology 7.14%
2 Healthcare 5.3%
3 Financials 3.44%
4 Real Estate 3.23%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
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