Index Performance
+9.49%
ALTMAN
+3.56%
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 October 2, 2026
CSV download
| Microsoft Corp. (MSFT) | 11.47% | $3.84T | 17.79% | 67.94% | 8.53 |
| Apple, Inc. (AAPL) | 10.86% | $4.87T | 16.36% | 50.06% | 8.99 |
| SentinelOne, Inc. (S) | 9.14% | $8.72B | 20.56% | 72.07% | 5.32 |
| NVIDIA Corp. (NVDA) | 8.65% | $5.64T | 105.85% | 74.98% | 16.38 |
| Alphabet, Inc. (GOOG) | 8.11% | $4.18T | 23.98% | 61.62% | 9.50 |
| UiPath, Inc. (PATH) | 8.04% | $6.84B | 13.42% | 79.65% | 3.18 |
| Rivian Automotive, Inc. (RIVN) | 7.83% | $20.70B | 27.24% | 5.43% | 3.92 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.95% | $2.04T | 32.92% | 66.67% | 16.81 |
| Broadcom Inc. (AVGO) | 5.44% | $1.70T | 85.50% | 67.46% | 21.75 |
| International Business Machines Corp. (IBM) | 5.31% | $209.76B | 1.09% | 57.28% | 4.71 |
| Oracle Corp. (ORCL) | 5.27% | $430.28B | 29.61% | 58.98% | 8.15 |
| CrowdStrike Holdings, Inc. (CRWD) | 3.11% | $276.50B | 25.83% | 74.58% | 36.16 |
| Fortinet, Inc. (FTNT) | 2.91% | $132.77B | 25.64% | 80.24% | 14.63 |
| Zscaler, Inc. (ZS) | 2.73% | $32.06B | 25.42% | 76.38% | 6.74 |
| JPMorgan Chase & Co. (JPM) | 2.60% | $883.53B | 18.21% | N/A | 7.17 |
| Morgan Stanley (MS) | 2.57% | $298.89B | 17.47% | N/A | 6.81 |
Market data by FactSet
