Index Performance
+19.07%
ELBIS
+8.87%
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 November 7, 2025
CSV download
| Rivian Automotive, Inc. (RIVN) | 9.89% | $18.67B | 78.26% | -3.15% | 2.71 |
| UiPath, Inc. (PATH) | 9.00% | $7.59B | 14.38% | 81.94% | 3.35 |
| SentinelOne, Inc. (S) | 8.27% | $5.64B | 21.74% | 75.03% | 5.81 |
| Fortinet, Inc. (FTNT) | 7.25% | $62.67B | 14.38% | 81.53% | 9.44 |
| Alphabet, Inc. (GOOG) | 6.14% | $3.37T | 16.21% | 59.66% | 7.56 |
| Apple, Inc. (AAPL) | 6.12% | $3.97T | 6.43% | 46.91% | 9.35 |
| Intel Corp. (INTC) | 6.02% | $181.88B | 2.78% | 38.22% | 3.50 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.02% | $135.47B | 21.28% | 73.46% | 25.22 |
| NVIDIA Corp. (NVDA) | 5.96% | $4.57T | 55.60% | 72.42% | 25.48 |
| Broadcom Inc. (AVGO) | 5.68% | $1.65T | 22.03% | 64.08% | 24.30 |
| Microsoft Corp. (MSFT) | 5.37% | $3.69T | 18.43% | 69.05% | 13.22 |
| Oracle Corp. (ORCL) | 4.35% | $682.08B | 12.17% | 64.46% | 12.86 |
| International Business Machines Corp. (IBM) | 4.29% | $286.38B | 9.11% | 56.78% | 4.89 |
| Zscaler, Inc. (ZS) | 4.06% | $50.66B | 23.31% | 76.82% | 15.83 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.05% | $1.22T | 40.71% | 59.45% | 12.02 |
| Morgan Stanley (MS) | 3.79% | $258.04B | 13.88% | N/A | 6.09 |
| JPMorgan Chase & Co. (JPM) | 3.74% | $855.36B | 4.02% | N/A | 7.00 |
Market data by FactSet