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Home > Institutional Investor > Altfest L J & Co Inc > Profile

Instuitional Investor - Altfest L J & Co Inc

Fund Profile
Filing Period:
Fund Name: Altfest L J & Co Inc
Portfolio Value $797,489,329
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,433,926 $38,558,257 4.83%
2.
First Tr Exchange-Traded Fd
 955,526 $35,822,668 4.49%
3.
Vanguard Scottsdale Funds
 550,207 $32,291,630 4.05%
4.
Rbb Fd Inc
 645,388 $28,337,825 3.55%
5.
Apple Inc.
 AAPL 104,687 $23,254,119 2.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)