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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
276
$321K 0.04%
2,207
+6
277
$321K 0.04%
4,310
+89
278
$316K 0.04%
1,642
-314
279
$315K 0.04%
+16,712
280
$312K 0.03%
6,774
+760
281
$312K 0.03%
5,193
-80,199
282
$311K 0.03%
1,690
-9,350
283
$310K 0.03%
+7,731
284
$305K 0.03%
9,706
-439
285
$301K 0.03%
+32,031
286
$301K 0.03%
+5,318
287
$299K 0.03%
+4,455
288
$295K 0.03%
2,625
-93
289
$295K 0.03%
598
+127
290
$295K 0.03%
1,194
+34
291
$292K 0.03%
13,550
+340
292
$290K 0.03%
10,716
293
$289K 0.03%
3,601
294
$287K 0.03%
645
-426
295
$286K 0.03%
+17,726
296
$282K 0.03%
2,473
297
$281K 0.03%
2,534
-395
298
$278K 0.03%
407
-38
299
$271K 0.03%
5,001
+6
300
$268K 0.03%
865
+150
10 11
12
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