StockDriftsStockDriftsTop 50 Altfest L J & Co Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 5.37% | 1.00M | $50.2M | +60.87%(+380.15K) | $49.72(+1.48%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.95% | 194.9K | $46.3M | +0.90%(+1.75K) | $212.78(+38.25%) | 2026-03-31 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 4.48% | 958.8K | $41.9M | +67.60%(+386.75K) | $30.61(+42.55%) | 2026-03-31 | |
| STIP | ISHARES TR | 4.33% | 391.6K | $40.5M | +2.62%(+9.99K) | $103.13(+0.57%) | 2026-03-31 | |
| UTEN | RBB FD INC | 3.83% | 821.2K | $35.8M | -18.07%(-181.11K) | $44.26(-2.55%) | 2026-03-31 | |
| MINV | MATTHEWS ASIA FDS | 3.78% | 929.6K | $35.4M | -3.57%(-34.47K) | $25.22(+107.47%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 3.05% | 1.07M | $28.5M | +3.15%(+32.64K) | $26.51(+1.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.92% | 107.7K | $27.3M | +12.65%(+12.10K) | $130.68(+128.71%) | 2026-03-31 | |
| SPMB | SPDR SERIES TRUST | 2.07% | 862.6K | $19.3M | +1.13%(+9.62K) | $22.06(+0.74%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 1.98% | 48.4K | $18.5M | -1.93%(-951) | $245.80(+132.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.62% | +24.65% |
| Top 20 Holdings Unweighted | +7.95% | +25.81% |
Sign up free to track Altfest L J & Co Inc, compare funds side by side, and get alerts the moment positions change.