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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
101
$1.4M 0.16%
1,516
-50
102
$1.39M 0.15%
2,074
+9
103
$1.39M 0.15%
69,993
+1,929
104
$1.35M 0.15%
86,348
105
$1.35M 0.15%
+9,805
106
$1.34M 0.15%
13,322
+401
107
$1.33M 0.15%
45,004
+320
108
$1.32M 0.15%
4,688
+3,815
109
$1.28M 0.14%
14,420
+126
110
$1.28M 0.14%
16,648
-224
111
$1.25M 0.14%
27,665
-6,195
112
$1.24M 0.14%
3,627
-16
113
$1.24M 0.14%
9,232
-4,763
114
$1.23M 0.14%
12,562
-5,840
115
$1.13M 0.13%
3,404
-33
116
$1.13M 0.13%
5,680
-5,124
117
$1.11M 0.12%
5,485
+384
118
$1.09M 0.12%
3,867
119
$1.08M 0.12%
19,063
+14
120
$1.08M 0.12%
18,426
+165
121
$1.07M 0.12%
16,208
+19
122
$1.07M 0.12%
5,504
-20,695
123
$1.06M 0.12%
19,112
-14,915
124
$1.06M 0.12%
+14,234
125
$1.03M 0.11%
6,816
-7,543
3 4
5
6 7