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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
176
$717K 0.08%
33,233
-2,727
177
$714K 0.08%
45,088
+8,379
178
$703K 0.08%
1,409
-177
179
$700K 0.08%
+10,434
180
$695K 0.08%
4,523
+1
181
$689K 0.08%
24,688
+800
182
$688K 0.08%
1,757
-9
183
$688K 0.08%
5,790
+237
184
$683K 0.08%
8,939
-269
185
$683K 0.08%
113,425
+807
186
$682K 0.08%
6,201
187
$672K 0.08%
5,566
188
$671K 0.07%
11,422
-46
189
$669K 0.07%
16,031
-5,913
190
$663K 0.07%
17,083
+2,927
191
$658K 0.07%
+18,353
192
$657K 0.07%
9,683
-24,387
193
$650K 0.07%
1,823
-18
194
$638K 0.07%
7,562
+1,662
195
$637K 0.07%
31,693
-6,175
196
$633K 0.07%
8,466
-33
197
$632K 0.07%
21,550
-8,543
198
$626K 0.07%
6,171
-57
199
$625K 0.07%
6,871
+2,583
200
$619K 0.07%
2,391
+875
6 7
8
9 10