Index Performance
+15.18%
ALTMAN
+7.66%
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 July 26, 2024
CSV download
| Rivian Automotive, Inc. (RIVN) | 12.48% | $16.05B | 82.15% | -8.31% | 1.53 |
| Apple, Inc. (AAPL) | 11.12% | $3.34T | -4.31% | 46.58% | 7.05 |
| Microsoft Corp. (MSFT) | 10.01% | $3.11T | 17.03% | 70.08% | 13.40 |
| SentinelOne, Inc. (S) | 9.98% | $6.62B | 39.70% | 73.10% | 8.49 |
| UiPath, Inc. (PATH) | 8.21% | $5.98B | 15.72% | 83.31% | 6.61 |
| Alphabet, Inc. (GOOG) | 7.43% | $1.93T | 13.46% | 58.05% | 6.77 |
| NVIDIA Corp. (NVDA) | 7.10% | $2.76T | 262.12% | 78.35% | 27.12 |
| International Business Machines Corp. (IBM) | 5.89% | $176.35B | 1.91% | 57.83% | 3.30 |
| Oracle Corp. (ORCL) | 5.22% | $379.81B | 6.02% | 65.72% | 7.84 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.94% | $773.88B | 33.01% | 53.17% | 11.36 |
| Broadcom Inc. (AVGO) | 4.86% | $694.79B | 42.99% | 56.07% | 15.90 |
| Morgan Stanley (MS) | 2.87% | $168.30B | 12.54% | N/A | 4.42 |
| JPMorgan Chase & Co. (JPM) | 2.86% | $599.23B | 23.92% | N/A | 5.32 |
| Zscaler, Inc. (ZS) | 2.67% | $27.51B | 32.09% | 78.47% | 12.63 |
| Fortinet, Inc. (FTNT) | 2.58% | $43.78B | 7.21% | 77.48% | 9.38 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.78% | $58.68B | 32.99% | 75.47% | 21.41 |
Market data by FactSet