Index Performance
-14.39%
ALTMAN
-4.85%
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 April 7, 2026
CSV download
| Apple, Inc. (AAPL) | 11.38% | $3.72T | 15.65% | 48.16% | 9.35 |
| Microsoft Corp. (MSFT) | 10.86% | $2.76T | 16.72% | 68.04% | 11.92 |
| NVIDIA Corp. (NVDA) | 8.61% | $4.33T | 65.47% | 71.07% | 21.07 |
| Alphabet, Inc. (GOOG) | 8.49% | $3.69T | 15.20% | 59.66% | 9.38 |
| Rivian Automotive, Inc. (RIVN) | 8.23% | $18.23B | 8.39% | -2.77% | 4.18 |
| SentinelOne, Inc. (S) | 7.89% | $4.55B | 21.89% | 73.18% | 3.97 |
| UiPath, Inc. (PATH) | 7.58% | $5.74B | 12.65% | 82.98% | 3.40 |
| Broadcom Inc. (AVGO) | 6.00% | $1.58T | 29.47% | 65.57% | 24.48 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.84% | $1.51T | 35.64% | 58.72% | 12.38 |
| International Business Machines Corp. (IBM) | 5.64% | $229.88B | 7.62% | 57.55% | 4.90 |
| Oracle Corp. (ORCL) | 5.33% | $411.76B | 21.66% | 62.16% | 8.61 |
| Morgan Stanley (MS) | 2.90% | $267.44B | 11.47% | N/A | 6.35 |
| JPMorgan Chase & Co. (JPM) | 2.89% | $802.10B | 0.14% | N/A | 6.62 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.88% | $107.34B | 21.71% | 74.81% | 22.08 |
| Fortinet, Inc. (FTNT) | 2.86% | $61.95B | 14.17% | 80.46% | 8.56 |
| Zscaler, Inc. (ZS) | 2.61% | $22.85B | 25.91% | 76.01% | 10.09 |
Market data by FactSet
