Index Performance
+9.46%
ALTMAN
+9.28%
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 11, 2026
CSV download
| Apple, Inc. (AAPL) | 11.52% | $4.28T | 16.60% | 49.27% | 8.15 |
| Microsoft Corp. (MSFT) | 9.89% | $2.90T | 18.30% | 67.63% | 8.81 |
| Alphabet, Inc. (GOOG) | 8.64% | $4.35T | 22.34% | 62.51% | 8.22 |
| NVIDIA Corp. (NVDA) | 8.59% | $4.97T | 85.23% | 74.93% | 19.77 |
| Rivian Automotive, Inc. (RIVN) | 7.54% | $21.12B | 11.37% | 2.82% | 3.48 |
| SentinelOne, Inc. (S) | 7.54% | $5.09B | 20.80% | 71.82% | 3.91 |
| UiPath, Inc. (PATH) | 6.39% | $5.47B | 17.32% | 81.13% | 2.52 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 6.19% | $1.89T | 40.49% | 65.12% | 12.66 |
| Broadcom Inc. (AVGO) | 6.00% | $1.82T | 47.87% | 67.24% | 27.82 |
| Oracle Corp. (ORCL) | 5.95% | $529.57B | 17.35% | 63.34% | 11.61 |
| International Business Machines Corp. (IBM) | 5.52% | $255.87B | 9.46% | 55.73% | 4.19 |
| Fortinet, Inc. (FTNT) | 4.30% | $107.19B | 20.13% | 80.29% | 8.14 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.08% | $173.82B | 25.57% | 75.30% | 21.83 |
| Morgan Stanley (MS) | 3.19% | $337.60B | 13.71% | N/A | 6.45 |
| JPMorgan Chase & Co. (JPM) | 2.65% | $859.37B | 7.20% | N/A | 7.17 |
| Zscaler, Inc. (ZS) | 2.01% | $20.94B | 25.43% | 76.88% | 6.09 |
Market data by FactSet
