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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
76
$2.04M 0.23%
20,275
-2,045
77
$1.96M 0.22%
44,631
+22,675
78
$1.94M 0.22%
57,816
+39,452
79
$1.93M 0.21%
7,921
-247
80
$1.86M 0.21%
8,624
-817
81
$1.82M 0.2%
67,868
+2,394
82
$1.81M 0.2%
39,516
-71
83
$1.8M 0.2%
15,758
-227
84
$1.8M 0.2%
68,405
+6,581
85
$1.73M 0.19%
+52,570
86
$1.72M 0.19%
15,340
+5,446
87
$1.71M 0.19%
34,141
+1
88
$1.68M 0.19%
7,556
+4,943
89
$1.67M 0.19%
+43,011
90
$1.62M 0.18%
22,719
-1,355
91
$1.59M 0.18%
23,215
+43
92
$1.57M 0.17%
61,534
+28,934
93
$1.56M 0.17%
80,370
+10,350
94
$1.56M 0.17%
57,716
-1,448
95
$1.49M 0.17%
69,917
+3,727
96
$1.47M 0.16%
8,852
+322
97
$1.44M 0.16%
22,963
+979
98
$1.44M 0.16%
19,626
+9,545
99
$1.42M 0.16%
48,934
+185
100
$1.42M 0.16%
16,277
+255
2 3
4
5 6