MVF
Markin Volterra Fund Portfolio holdings
AUM
$12.6M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$12.6M
AUM Growth
–
Holding
42
Top Buys
| 1 | +$1.03M | |
| 2 | +$980K | |
| 3 | +$579K | |
| 4 |
Credo Technology Group
CRDO
|
+$526K |
| 5 |
Vertiv
VRT
|
+$422K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 71.33% |
| 2 | Utilities | 8.57% |
| 3 | Industrials | 4.96% |
| 4 | Communication Services | 2.74% |
| 5 | Consumer Discretionary | 1.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Marvell Technology
MRVL
$67B
| $246K | 1.95% |
+2,894
|
|
||
|
SNDK
27
Sandisk
SNDK
$88.6B
| $240K | 1.9% |
+1,012
|
|
||
28
CrowdStrike
CRWD
$105B
| $236K | 1.87% |
+503
|
|
||
29
Oracle
ORCL
$449B
| $234K | 1.85% |
+1,199
|
|
||
30
GE Vernova
GEV
$220B
| $233K | 1.85% |
+357
|
|
||
31
Sanmina
SANM
$8.07B
| $223K | 1.77% |
+1,489
|
|
||
32
Arista Networks
ANET
$176B
| $219K | 1.73% |
+1,672
|
|
||
33
Amazon
AMZN
$2.2T
| $208K | 1.65% |
+901
|
|
||
34
Hewlett Packard
HPE
$28.6B
| $208K | 1.64% |
+8,646
|
|
||
35
Entergy
ETR
$46.3B
| $203K | 1.61% |
+2,195
|
|
||
36
Viavi Solutions
VIAV
$6.09B
| $187K | 1.48% |
+10,493
|
|
||
37
IonQ
IONQ
$12B
| – | – |
0
|
|
||
38
D-Wave Quantum
QBTS
$7.05B
| – | – |
0
|
|
||
39
Invesco QQQ Trust
QQQ
$395B
| – | – |
0
|
|
||
40
Quantum Computing Inc
QUBT
$1.84B
| – | – |
0
|
|
||
41
Rigetti Computing
RGTI
$5.34B
| – | – |
0
|
|
||
42
State Street Technology Select Sector SPDR ETF
XLK
$88.5B
| – | – |
0
|
|