Index Performance
+4.09%
ALTMAN
+0.48%
TMLARGE
Overview
Description
This a blend of best of breed high growth stocks in the AI, cybersecurity, EV and IT, focusing on growth with moderate risk and a decent dividend.
- TickerALTMAN
- Inception Date12/22/2023
- WeightingCustom
- # of holdings16
What's inside?
Holdings
All holdings as of September 6, 2024
CSV download
| Apple, Inc. (AAPL) | 11.85% | $3.36T | 4.87% | 46.26% | 8.49 |
| Rivian Automotive, Inc. (RIVN) | 10.69% | $13.24B | 3.30% | -45.08% | 2.28 |
| SentinelOne, Inc. (S) | 10.02% | $6.41B | 33.14% | 74.52% | 8.85 |
| Microsoft Corp. (MSFT) | 9.93% | $2.99T | 15.67% | 69.76% | 13.71 |
| UiPath, Inc. (PATH) | 8.35% | $5.87B | 10.07% | 80.01% | 3.80 |
| Alphabet, Inc. (GOOG) | 7.04% | $1.73T | 13.46% | 58.05% | 6.77 |
| NVIDIA Corp. (NVDA) | 6.78% | $2.52T | 122.40% | 75.15% | 28.91 |
| International Business Machines Corp. (IBM) | 6.47% | $184.91B | 1.91% | 54.37% | 3.30 |
| Oracle Corp. (ORCL) | 5.59% | $390.81B | 6.02% | 65.72% | 7.84 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.03% | $746.02B | 33.01% | 51.74% | 11.38 |
| Broadcom Inc. (AVGO) | 4.61% | $637.70B | 47.27% | 58.15% | 15.61 |
| Fortinet, Inc. (FTNT) | 3.57% | $57.49B | 10.95% | 80.83% | 7.96 |
| JPMorgan Chase & Co. (JPM) | 3.03% | $604.48B | 23.89% | N/A | 5.38 |
| Morgan Stanley (MS) | 2.82% | $156.27B | 12.45% | N/A | 5.20 |
| Zscaler, Inc. (ZS) | 2.43% | $23.70B | 34.07% | 77.91% | 11.84 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.80% | $57.34B | 31.74% | 75.27% | 15.66 |
Market data by FactSet
