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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
301
$262K 0.03%
1,573
-11
302
$256K 0.03%
+13,297
303
$254K 0.03%
1,179
+4
304
$253K 0.03%
3,973
-1,329
305
$251K 0.03%
4,798
306
$249K 0.03%
2,124
-36
307
$248K 0.03%
767
308
$246K 0.03%
1,766
-153
309
$245K 0.03%
877
-147
310
$238K 0.03%
6,956
+1,138
311
$232K 0.03%
3,340
312
$230K 0.03%
+6,598
313
$226K 0.03%
4,527
+500
314
$225K 0.03%
5,412
-2,041
315
$223K 0.02%
3,439
-60,906
316
$222K 0.02%
4,619
-825
317
$217K 0.02%
+1,287
318
$211K 0.02%
+1,620
319
$209K 0.02%
2,539
-230
320
$209K 0.02%
2,207
-229
321
$208K 0.02%
+1,554
322
$208K 0.02%
+274
323
$204K 0.02%
28,410
-650
324
$203K 0.02%
2,129
-980
325
$200K 0.02%
+5,814
11 12
13
14 15