P
Disruptive Tech Growth

ELBIS

Index Performance

+7.90%
ELBIS
+4.20%
TMLARGE
Oct 17, 2024Oct 25, 2024Nov 4, 2024Nov 12, 2024Nov 20, 2024Nov 29, 2024Dec 9, 2024Dec 17, 2024Dec 26, 2024Jan 6, 2025Jan 17, 2025-10%0%10%20%

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 Services
    60.23%
  • Electronic Technology
    21.43%
  • Consumer Durables
    9.86%
  • Finance
    8.48%

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%$7.18B28.31%74.72%9.70
UiPath, Inc. (PATH)7.55%$7.16B8.82%81.92%3.77
Fortinet, Inc. (FTNT)7.44%$72.22B13.00%82.53%10.01
Broadcom Inc. (AVGO)6.21%$1.11T43.99%57.24%16.80
Alphabet, Inc. (GOOG)5.90%$2.41T15.07%58.67%5.93
NVIDIA Corp. (NVDA)5.89%$3.37T93.61%74.56%30.71
CrowdStrike Holdings, Inc. (CRWD)5.67%$87.93B28.52%74.65%18.57
Microsoft Corp. (MSFT)5.66%$3.19T16.04%69.35%12.72
Oracle Corp. (ORCL)5.47%$450.39B8.64%66.74%11.07
Intel Corp. (INTC)5.28%$92.69B-6.17%15.03%2.47
Apple, Inc. (AAPL)5.20%$3.46T2.02%46.21%9.11
Morgan Stanley (MS)4.29%$222.11B11.00%N/A4.83
JPMorgan Chase & Co. (JPM)4.19%$729.62B16.58%N/A5.16
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)4.13%$882.59B29.94%56.12%10.89
International Business Machines Corp. (IBM)3.86%$207.85B1.46%55.57%4.01
Zscaler, Inc. (ZS)3.84%$28.78B26.42%77.34%11.36
Market data by FactSet