As markets change, investors are increasingly looking toward high-conviction, active vehicles like the Alger 35 ETF (ATFV) to find companies adapting to disruptive shifts and creating lasting value. ATFV seeks to capitalize on major technological transformations, including the rapid expansion of AI infrastructure.
Alger 35 ETF is a concentrated, actively managed growth ETF with 34 holdings, heavily weighted toward technology and large U.S. companies. ATFV has greatly outperformed benchmarks and competitors over the past three years but lags QQQ since inception, with high volatility and deep drawdowns. ATFV is best positioned for tactical allocation or swing trading rather than as a long-term holding due to its risk profile and performance history.
Growth stocks are demonstrating stronger fundamentals than value stocks, with growth companies posting higher earnings growth and healthier balance sheets, despite investor concerns about tariffs and deficits. Growth indices currently show 14.4% projected long-term earnings per share growth, according to Alger's Winter 2026 Capital Markets presentation.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,745 | $335,750.15 | $378,106 | $42,355.85 | 12.62% |
Chilton Investment Chilton Investment Co Inc. | 120,901 | $4.17M | $4.69M | $517,640.09 | 12.4% |
Daren Blonski Fermata Advisors LLC | 6,000 | $248,520 | $231,033 | -$17,487 | -7.04% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 8,028 | $285,144.83 | $305,101.73 | $19,956.9 | 7% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 736 | $23,088 | $27,659.54 | $4,571.54 | 19.8% |
| ARCA Exchange | US Country |
The fund represents a focused investment vehicle that aims to capitalize on Positive Dynamic Change within the technology sector and related industries benefiting from technological advancements. By maintaining a portfolio of approximately 35 equity securities, including common or preferred stocks, the fund seeks to invest in companies of any market capitalization believed by the Manager to be at the forefront of innovation and change. The strategy highlights a non-diversified approach, allowing for concentrated investments in areas expected to experience significant growth due to technological improvements, advancements, or developments.
This product focuses on equities within the technology sector and companies leveraging technological advancements. By concentrating investments in approximately 35 companies undergoing Positive Dynamic Change, the fund aims to offer investors exposure to potential market leaders in innovation and technology.
The fund includes both common and preferred stocks in its portfolio, offering a mix of equity securities. This approach provides investors with a balance between the potential for high returns associated with common stocks and the relative stability and dividend advantages of preferred stocks.