Index Performance
+12.86%
ELBIS
+7.66%
TMLARGE
Overview
Description
This a blend of best of breed high growth stocks in the AI, cybersecurity, EV, finance, and IT, focusing on growth with moderate risk and a decent dividend.
- TickerELBIS
- Inception Date12/27/2023
- WeightingCustom
- # of holdings17
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Rivian Automotive, Inc. (RIVN) | 14.46% | $16.01B | 82.15% | -8.31% | 1.53 |
| SentinelOne, Inc. (S) | 11.57% | $6.60B | 39.70% | 73.10% | 8.49 |
| UiPath, Inc. (PATH) | 7.61% | $6.06B | 15.72% | 83.31% | 6.61 |
| Fortinet, Inc. (FTNT) | 7.17% | $43.54B | 7.21% | 77.48% | 9.38 |
| Apple, Inc. (AAPL) | 5.80% | $3.34T | -4.31% | 46.58% | 7.05 |
| Oracle Corp. (ORCL) | 5.44% | $383.09B | 6.02% | 65.72% | 7.84 |
| Microsoft Corp. (MSFT) | 5.22% | $3.16T | 17.03% | 70.08% | 13.40 |
| Alphabet, Inc. (GOOG) | 5.17% | $1.92T | 13.46% | 58.05% | 6.77 |
| Broadcom Inc. (AVGO) | 5.06% | $705.82B | 42.99% | 56.07% | 15.90 |
| NVIDIA Corp. (NVDA) | 4.93% | $2.78T | 262.12% | 78.35% | 27.12 |
| Intel Corp. (INTC) | 4.64% | $133.46B | 8.61% | 41.00% | 4.04 |
| International Business Machines Corp. (IBM) | 4.09% | $176.14B | 1.91% | 57.83% | 3.30 |
| Morgan Stanley (MS) | 3.99% | $169.33B | 12.54% | N/A | 4.42 |
| JPMorgan Chase & Co. (JPM) | 3.98% | $609.48B | 23.92% | N/A | 5.32 |
| Zscaler, Inc. (ZS) | 3.72% | $27.41B | 32.09% | 78.47% | 12.63 |
| CrowdStrike Holdings, Inc. (CRWD) | 3.72% | $59.14B | 32.99% | 75.47% | 21.41 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 3.44% | $730.40B | 33.01% | 53.17% | 11.36 |
Market data by FactSet