Index Performance
+6.06%
ALTMAN
+3.14%
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 February 13, 2025
CSV download
Apple, Inc. (AAPL) | 10.13% | $3.56T | 3.95% | 46.88% | 9.89 |
Microsoft Corp. (MSFT) | 10.02% | $3.04T | 12.27% | 68.69% | 12.14 |
UiPath, Inc. (PATH) | 9.14% | $7.76B | 8.82% | 81.92% | 3.77 |
SentinelOne, Inc. (S) | 8.90% | $7.77B | 28.31% | 74.72% | 9.70 |
NVIDIA Corp. (NVDA) | 8.03% | $3.21T | 93.61% | 74.56% | 30.71 |
Alphabet, Inc. (GOOG) | 7.78% | $2.25T | 13.89% | 58.18% | 6.58 |
Rivian Automotive, Inc. (RIVN) | 7.69% | $12.74B | -34.63% | -53.20% | 2.30 |
International Business Machines Corp. (IBM) | 6.18% | $236.53B | 1.44% | 57.81% | 3.98 |
Broadcom Inc. (AVGO) | 5.71% | $1.11T | 43.99% | 57.24% | 16.80 |
Oracle Corp. (ORCL) | 5.47% | $481.69B | 8.64% | 66.74% | 11.07 |
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.47% | $868.04B | 29.94% | 56.12% | 10.89 |
CrowdStrike Holdings, Inc. (CRWD) | 3.34% | $107.05B | 28.52% | 74.65% | 18.57 |
JPMorgan Chase & Co. (JPM) | 3.11% | $775.49B | 15.50% | N/A | 5.16 |
Zscaler, Inc. (ZS) | 3.06% | $32.40B | 26.42% | 77.34% | 11.36 |
Fortinet, Inc. (FTNT) | 3.02% | $82.55B | 12.27% | 80.56% | 11.73 |
Morgan Stanley (MS) | 2.95% | $220.89B | 11.00% | N/A | 4.83 |
Market data by FactSet