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Home > Institutional Investor > Altfest L J & Co Inc > 13F Holdings

Instuitional Investor - Altfest L J & Co Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Innovator Etfs Tr
 2,315,370 $46,788 6.78%
2.
First Tr Exchange-Traded Fd
 1,033,149 $28,608 4.14%
3.
Innovator Etfs Tr
 477,762 $26,327 3.81%
4.
Ishares Tr
 234,339 $23,103 3.34%
5.
Matthews Asia Fds
 915,916 $21,442 3.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)