Index Performance
-8.34%
ALTMAN
-8.21%
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 25, 2025
CSV download
| Microsoft Corp. (MSFT) | 11.18% | $2.91T | 12.27% | 68.69% | 12.14 |
| Apple, Inc. (AAPL) | 10.71% | $3.16T | 3.95% | 46.88% | 9.89 |
| Rivian Automotive, Inc. (RIVN) | 9.11% | $14.27B | 12.09% | -29.92% | 2.17 |
| UiPath, Inc. (PATH) | 8.98% | $6.39B | 9.30% | 82.82% | 4.48 |
| Alphabet, Inc. (GOOG) | 8.25% | $1.97T | 11.81% | 59.59% | 5.16 |
| SentinelOne, Inc. (S) | 8.00% | $6.07B | 32.25% | 73.21% | 8.32 |
| NVIDIA Corp. (NVDA) | 7.90% | $2.65T | 114.20% | 74.99% | 24.27 |
| Broadcom Inc. (AVGO) | 5.62% | $904.23B | 24.71% | 64.68% | 20.67 |
| International Business Machines Corp. (IBM) | 5.32% | $216.00B | 0.55% | 54.56% | 4.53 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 5.23% | $708.90B | 35.36% | 58.79% | 8.39 |
| Oracle Corp. (ORCL) | 5.10% | $388.36B | 6.40% | 66.43% | N/A |
| CrowdStrike Holdings, Inc. (CRWD) | 3.27% | $105.32B | 29.39% | 74.92% | 23.76 |
| Zscaler, Inc. (ZS) | 2.93% | $33.36B | 23.41% | 77.09% | N/A |
| Fortinet, Inc. (FTNT) | 2.88% | $78.28B | 12.27% | 78.89% | 11.74 |
| JPMorgan Chase & Co. (JPM) | 2.81% | $677.80B | 3.63% | N/A | 5.95 |
| Morgan Stanley (MS) | 2.70% | $187.11B | -8.79% | N/A | 5.10 |
Market data by FactSet
