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
$102M
AUM Growth
+$916K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.02M
3
+$924K
4
EQT icon
EQT Corp
EQT
+$217K
5
AMZN icon
Amazon
AMZN
+$33.8K

Top Sells

1
+$1.22M
2
+$1.2M
3
+$1.19M
4
FCX icon
Freeport-McMoran
FCX
+$764K
5
SWN
Southwestern Energy Company
SWN
+$720K

Sector Composition

1 Healthcare 21.8%
2 Financials 15.59%
3 Technology 12.83%
4 Consumer Staples 11.72%
5 Industrials 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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