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
$533M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.72%
2 Healthcare 5.69%
3 Financials 2.84%
4 Consumer Discretionary 2.59%
5 Real Estate 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-739
277
-14,162
278
-5,004
279
-2,937
280
-838
281
-88,872
282
-92,757
283
-25,005
284
-3,796
285
-106,839
286
-2,282