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
$665M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$15.2M
3 +$9.6M
4
AAPL icon
Apple
AAPL
+$7.88M
5
SMAY icon
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
+$5.68M

Sector Composition

1 Technology 8.57%
2 Healthcare 5.31%
3 Consumer Discretionary 3.4%
4 Financials 2.91%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-992
302
-838
303
-2,937
304
-78
305
-690
306
-32,013
307
-4,540
308
-2,282