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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$8.03M
2 +$5.46M
3 +$4.57M
4
IBM icon
IBM
IBM
+$3.98M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.98M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.82%
2 Consumer Staples 15.48%
3 Technology 12.73%
4 Energy 12%
5 Financials 10.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$203K 0.17%
+7,693
102
$187K 0.16%
+12,126
103
$179K 0.15%
+14,481
104
$92K 0.08%
+1,316
105
$70K 0.06%
+2,020
106
0
107
$0 ﹤0.01%
+16,500