LJAC
L.J. Altfest & Co Portfolio holdings
AUM
$848M
1-Year Return
21.11%
This Quarter Return
-1.58%
1 Year Return
+21.11%
3 Year Return
+48.61%
5 Year Return
+74.16%
10 Year Return
+153.72%
AUM
$477M
AUM Growth
+$13.4M
(+2.9%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
43.16%
Holding
289
New
23
Increased
117
Reduced
80
Closed
37
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$18.6M |
| 2 |
ProShares Short S&P500
SH
|
+$18.4M |
| 3 |
ProShares Trust Short MSCI Emerging Markets
EUM
|
+$15.8M |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$8.76M |
| 5 |
Invesco China Technology ETF
CQQQ
|
+$4.57M |
Top Sells
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Healthcare | 6.14% |
| 3 | Financials | 3.77% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Real Estate | 3.07% |
