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LJAC

L.J. Altfest & Co Portfolio holdings

AUM $935M
1-Year Est. Return 27.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$48.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$14.1M
3
+$11.3M
4
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$7.84M
5
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
+$6.79M

Top Sells

1
+$19.9M
2
+$13M
3
+$12.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$12.1M
5
VDE icon
Vanguard Energy ETF
VDE
+$9.23M

Sector Composition

1 Technology 9.38%
2 Healthcare 5.32%
3 Financials 3.06%
4 Communication Services 2.52%
5 Materials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$396K 0.04%
2,812
-36
252
$383K 0.04%
1,775
+125
253
$381K 0.04%
478
-10
254
$380K 0.04%
4,842
+188
255
$375K 0.04%
4,114
-717
256
$371K 0.04%
4,383
-107
257
$371K 0.04%
622
-197
258
$370K 0.04%
2,167
-13
259
$369K 0.04%
3,952
-40
260
$368K 0.04%
+2,625
261
$360K 0.04%
6,267
-7,775
262
$355K 0.04%
6,582
-1,085
263
$354K 0.04%
5,251
264
$352K 0.04%
6,169
+951
265
$350K 0.04%
782
-110
266
$344K 0.04%
562
-732
267
$344K 0.04%
9,681
268
$343K 0.04%
1,158
-105
269
$342K 0.04%
1,833
+2
270
$335K 0.04%
11,073
-1,048
271
$331K 0.04%
2,294
-32
272
$330K 0.04%
+1,870
273
$329K 0.04%
5,035
-1,027
274
$328K 0.04%
8,595
275
$322K 0.04%
9,683
-463
9 10
11
12 13