Index Performance
+7.90%
ELBIS
+4.20%
TMLARGE
Overview
Description
This a blend of best of breed high growth stocks in the AI, cybersecurity, EV, finance, and IT, focusing on growth with moderate risk and a decent dividend.
- TickerELBIS
- Inception Date12/27/2023
- WeightingCustom
- # of holdings17
What's inside?
Sectors
- Technology Services60.23%
- Electronic Technology21.43%
- Consumer Durables9.86%
- Finance8.48%
Holdings
All holdings as of January 17, 2025
CSV download
Rivian Automotive, Inc. (RIVN) | 9.86% | $14.50B | -34.63% | -53.20% | 2.30 |
SentinelOne, Inc. (S) | 9.56% | $7.18B | 28.31% | 74.72% | 9.70 |
UiPath, Inc. (PATH) | 7.55% | $7.16B | 8.82% | 81.92% | 3.77 |
Fortinet, Inc. (FTNT) | 7.44% | $72.22B | 13.00% | 82.53% | 10.01 |
Broadcom Inc. (AVGO) | 6.21% | $1.11T | 43.99% | 57.24% | 16.80 |
Alphabet, Inc. (GOOG) | 5.90% | $2.41T | 15.07% | 58.67% | 5.93 |
NVIDIA Corp. (NVDA) | 5.89% | $3.37T | 93.61% | 74.56% | 30.71 |
CrowdStrike Holdings, Inc. (CRWD) | 5.67% | $87.93B | 28.52% | 74.65% | 18.57 |
Microsoft Corp. (MSFT) | 5.66% | $3.19T | 16.04% | 69.35% | 12.72 |
Oracle Corp. (ORCL) | 5.47% | $450.39B | 8.64% | 66.74% | 11.07 |
Intel Corp. (INTC) | 5.28% | $92.69B | -6.17% | 15.03% | 2.47 |
Apple, Inc. (AAPL) | 5.20% | $3.46T | 2.02% | 46.21% | 9.11 |
Morgan Stanley (MS) | 4.29% | $222.11B | 11.00% | N/A | 4.83 |
JPMorgan Chase & Co. (JPM) | 4.19% | $729.62B | 16.58% | N/A | 5.16 |
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.13% | $882.59B | 29.94% | 56.12% | 10.89 |
International Business Machines Corp. (IBM) | 3.86% | $207.85B | 1.46% | 55.57% | 4.01 |
Zscaler, Inc. (ZS) | 3.84% | $28.78B | 26.42% | 77.34% | 11.36 |
Market data by FactSet