P
AI x IT x EV x Cybersecurity Growth drip

ALTMAN

Index Performance

+7.87%
ALTMAN
+8.52%
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 June 17, 2024
CSV download
Apple, Inc. (AAPL)12.75%$3.32T-4.31%46.58%7.05
NVIDIA Corp. (NVDA)11.34%$3.22T262.12%78.35%27.12
Microsoft Corp. (MSFT)10.94%$3.33T17.03%70.08%13.40
Alphabet, Inc. (GOOG)9.58%$2.05T15.44%58.49%5.75
Rivian Automotive, Inc. (RIVN)7.55%$10.74B82.15%-8.31%1.53
Broadcom Inc. (AVGO)7.54%$807.64B42.99%56.07%15.90
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)6.58%$738.37B12.69%51.59%9.50
SentinelOne, Inc. (S)6.35%$5.28B39.70%73.10%8.49
Oracle Corp. (ORCL)5.73%$379.65B6.02%65.72%7.69
International Business Machines Corp. (IBM)4.54%$155.44B1.47%52.85%3.58
UiPath, Inc. (PATH)3.82%$5.66B15.72%83.31%6.61
CrowdStrike Holdings, Inc. (CRWD)3.14%$88.99B32.99%75.47%21.41
Morgan Stanley (MS)2.81%$155.20B13.62%N/A5.39
JPMorgan Chase & Co. (JPM)2.61%$556.47B18.17%N/A5.44
Zscaler, Inc. (ZS)2.41%$27.87B32.09%78.47%12.63
Fortinet, Inc. (FTNT)2.31%$46.43B7.21%77.48%9.38
Market data by FactSet