Index Performance
-7.67%
ELBIS
-5.02%
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 March 20, 2025
CSV download
| SentinelOne, Inc. (S) | 9.08% | $6.19B | 32.25% | 73.21% | N/A |
| Fortinet, Inc. (FTNT) | 8.52% | $75.86B | 12.27% | 78.89% | 11.74 |
| Rivian Automotive, Inc. (RIVN) | 8.27% | $13.12B | 12.09% | -29.92% | 2.17 |
| UiPath, Inc. (PATH) | 6.87% | $5.94B | 9.30% | 82.82% | 4.48 |
| Intel Corp. (INTC) | 6.45% | $105.05B | -2.08% | 33.96% | 2.24 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.43% | $89.79B | 29.39% | 74.82% | 23.76 |
| Oracle Corp. (ORCL) | 5.69% | $426.89B | 6.40% | 66.43% | N/A |
| Microsoft Corp. (MSFT) | 5.60% | $2.91T | 12.27% | 68.69% | 12.14 |
| NVIDIA Corp. (NVDA) | 5.55% | $2.87T | 114.20% | 74.99% | 24.27 |
| Broadcom Inc. (AVGO) | 5.46% | $901.18B | 24.71% | 64.68% | N/A |
| Alphabet, Inc. (GOOG) | 5.40% | $2.01T | 13.89% | 58.18% | 6.58 |
| Apple, Inc. (AAPL) | 5.31% | $3.28T | 3.95% | 46.88% | 9.89 |
| International Business Machines Corp. (IBM) | 4.61% | $226.13B | 1.44% | 55.96% | 3.98 |
| Zscaler, Inc. (ZS) | 4.57% | $31.75B | 23.41% | 77.09% | N/A |
| JPMorgan Chase & Co. (JPM) | 4.25% | $675.62B | 16.71% | N/A | 5.14 |
| Morgan Stanley (MS) | 4.13% | $193.77B | 11.12% | N/A | 5.49 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 3.79% | $763.83B | 29.94% | 54.74% | 10.91 |
Market data by FactSet