LJAC
L.J. Altfest & Co Portfolio holdings
AUM
$896M
1-Year Est. Return
22.39%
1 Year Est. Return
+22.39%
AUM
$896M
AUM Growth
+$48.3M
(+5.7%)
Holding
377
Top Buys
| 1 | +$19.4M | |
| 2 | +$14.2M | |
| 3 | +$13.6M | |
| 4 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
+$8.6M |
| 5 |
AIS
VistaShares Artificial Intelligence Supercycle ETF
AIS
|
+$7.82M |
Top Sells
| 1 | +$20.6M | |
| 2 | +$13.2M | |
| 3 | +$12.7M | |
| 4 |
Invesco KBW Bank ETF
KBWB
|
+$12.1M |
| 5 |
Vanguard Energy ETF
VDE
|
+$9.44M |
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 | |
|---|---|---|---|---|---|---|
376
Snowflake
SNOW
$87.4B
| – | – |
-3,324
|
|
||
377
Spotify
SPOT
$133B
| – | – |
-2,788
|
|