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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
51
$3.58M 0.4%
+51,323
52
$3.48M 0.39%
5,790
-317
53
$3.33M 0.37%
142,859
-36
54
$3.2M 0.36%
17,244
+3,715
55
$3.19M 0.36%
6,549
+47
56
$3.08M 0.34%
6,123
+101
57
$2.89M 0.32%
25,624
-74
58
$2.88M 0.32%
8,788
+3,806
59
$2.88M 0.32%
10,252
-8,558
60
$2.85M 0.32%
+5,883
61
$2.76M 0.31%
21,921
-141
62
$2.76M 0.31%
40,043
+383
63
$2.75M 0.31%
14,519
-108,875
64
$2.7M 0.3%
22,540
-1,380
65
$2.57M 0.29%
9,904
-48,908
66
$2.57M 0.29%
53,242
-9,495
67
$2.48M 0.28%
23,686
+796
68
$2.42M 0.27%
1,036
+13
69
$2.29M 0.26%
27,237
+5,815
70
$2.26M 0.25%
7,995
-92
71
$2.22M 0.25%
51,787
-121
72
$2.15M 0.24%
6,213
+2,122
73
$2.1M 0.23%
3,155
-297
74
$2.07M 0.23%
20,066
+127
75
$2.04M 0.23%
10,889
-1,198
1 2
3
4 5