Index Performance
+9.39%
ALTMAN
+1.66%
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 August 21, 2026
CSV download
| Microsoft Corp. (MSFT) | 12.87% | $3.59T | 17.79% | 67.94% | 8.53 |
| UiPath, Inc. (PATH) | 11.84% | $8.49B | 17.32% | 81.13% | 2.52 |
| SentinelOne, Inc. (S) | 10.55% | $7.26B | 20.80% | 71.82% | 3.91 |
| Apple, Inc. (AAPL) | 10.20% | $4.51T | 16.36% | 50.06% | 8.99 |
| Rivian Automotive, Inc. (RIVN) | 8.25% | $24.57B | 27.24% | 5.43% | 3.92 |
| NVIDIA Corp. (NVDA) | 7.56% | $5.20T | 85.23% | 74.93% | 19.77 |
| Alphabet, Inc. (GOOG) | 7.19% | $4.20T | 23.98% | 61.62% | 9.50 |
| Broadcom Inc. (AVGO) | 4.61% | $1.75T | 47.87% | 67.24% | 27.82 |
| International Business Machines Corp. (IBM) | 4.57% | $222.04B | 1.09% | 57.28% | 4.71 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.39% | $1.97T | 32.92% | 66.67% | 16.81 |
| Oracle Corp. (ORCL) | 4.11% | $421.90B | 17.35% | 63.34% | 11.86 |
| Zscaler, Inc. (ZS) | 3.58% | $29.39B | 25.43% | 76.88% | 6.09 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.78% | $195.45B | 25.57% | 75.30% | 21.83 |
| JPMorgan Chase & Co. (JPM) | 2.61% | $934.57B | 18.21% | N/A | 7.17 |
| Fortinet, Inc. (FTNT) | 2.58% | $112.63B | 25.64% | 80.24% | 14.63 |
| Morgan Stanley (MS) | 2.32% | $336.42B | 17.47% | N/A | 6.81 |
Market data by FactSet
