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
$604M
AUM Growth
+$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.6%
2 Technology 5.16%
3 Financials 2.69%
4 Consumer Discretionary 2.37%
5 Real Estate 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-14,212
277
-9,756
278
-36,463
279
-29,715
280
-804
281
-4,374
282
-10,881
283
-1,302
284
-1,759