P
Disruptive Tech Growth

ELBIS

Index Performance

-9.40%
ELBIS
+0.16%
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 June 12, 2024
CSV download
Rivian Automotive, Inc. (RIVN)10.86%$11.68B82.15%-8.31%1.53
SentinelOne, Inc. (S)8.32%$5.01B39.70%73.10%8.49
Alphabet, Inc. (GOOG)7.70%$2.04T15.44%58.49%5.75
Apple, Inc. (AAPL)7.53%$3.18T-4.31%46.58%7.05
CrowdStrike Holdings, Inc. (CRWD)7.48%$88.80B32.99%75.57%21.41
Broadcom Inc. (AVGO)7.40%$677.07B34.17%55.81%16.36
Fortinet, Inc. (FTNT)7.38%$45.64B7.21%77.48%9.38
Oracle Corp. (ORCL)6.84%$340.49B6.02%65.72%7.69
Microsoft Corp. (MSFT)6.45%$3.22T17.03%70.08%13.40
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)5.15%$707.62B12.69%51.59%9.50
Morgan Stanley (MS)4.43%$155.09B13.62%N/A5.39
UiPath, Inc. (PATH)4.22%$5.79B15.72%83.31%6.61
JPMorgan Chase & Co. (JPM)4.11%$558.14B18.17%N/A5.44
Zscaler, Inc. (ZS)3.95%$28.36B32.09%78.47%12.63
Intel Corp. (INTC)3.68%$131.63B8.61%41.00%4.04
International Business Machines Corp. (IBM)3.63%$155.54B1.47%52.85%3.58
NVIDIA Corp. (NVDA)0.87%$2.97T262.12%78.35%27.12
Market data by FactSet