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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
$166M
AUM Growth
-$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.67M
3
+$1.58M
4
PFE icon
Pfizer
PFE
+$1.43M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.36M

Top Sells

1
+$4.05M
2
+$3.98M
3
+$2.25M
4
HPQ icon
HP
HPQ
+$2.24M
5
AGN
Allergan plc
AGN
+$1.7M

Sector Composition

1 Healthcare 13.26%
2 Financials 12.01%
3 Technology 11.55%
4 Industrials 7.7%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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157
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158
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160
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3 4 5 6
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