Index Performance
+39.66%
ELBIS
+25.00%
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 8, 2025
CSV download
| SentinelOne, Inc. (S) | 9.74% | $6.15B | 22.90% | 75.32% | 6.15 |
| Rivian Automotive, Inc. (RIVN) | 8.84% | $15.05B | 2.99% | 10.81% | 2.37 |
| UiPath, Inc. (PATH) | 7.93% | $7.07B | 6.42% | 82.09% | 3.50 |
| Fortinet, Inc. (FTNT) | 7.87% | $82.31B | 13.77% | 80.96% | 11.56 |
| Oracle Corp. (ORCL) | 6.27% | $658.67B | 8.38% | 66.49% | 9.98 |
| NVIDIA Corp. (NVDA) | 6.10% | $3.90T | 69.18% | 60.52% | 18.10 |
| Broadcom Inc. (AVGO) | 5.98% | $1.28T | 20.16% | 64.78% | 18.24 |
| CrowdStrike Holdings, Inc. (CRWD) | 5.84% | $126.55B | 19.80% | 73.80% | 24.84 |
| Apple, Inc. (AAPL) | 5.73% | $3.14T | 5.08% | 47.05% | 8.32 |
| Alphabet, Inc. (GOOG) | 5.72% | $2.12T | 11.81% | 59.59% | 5.16 |
| Microsoft Corp. (MSFT) | 5.70% | $3.69T | 13.27% | 68.72% | 10.47 |
| Intel Corp. (INTC) | 5.11% | $102.90B | -0.45% | 36.88% | 2.53 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 3.97% | $963.18B | 35.36% | 57.35% | 8.41 |
| Morgan Stanley (MS) | 3.89% | $226.42B | 10.47% | N/A | 5.70 |
| International Business Machines Corp. (IBM) | 3.78% | $269.92B | 0.55% | 54.56% | 4.53 |
| Zscaler, Inc. (ZS) | 3.77% | $48.65B | 22.57% | 77.01% | 13.06 |
| JPMorgan Chase & Co. (JPM) | 3.76% | $785.87B | 3.37% | N/A | 5.97 |
Market data by FactSet