VIA
Victrix Investment Advisors Portfolio holdings
AUM $226M
This Quarter Return
+3.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.42%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
+$11.3M |
| 2 |
Apple
AAPL
|
+$9.43M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$8.34M |
| 4 |
Amazon
AMZN
|
+$8.04M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.55M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.44% |
| 2 | Financials | 19.53% |
| 3 | Industrials | 12.5% |
| 4 | Healthcare | 11.16% |
| 5 | Communication Services | 10.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE Vernova
GEV
$168B
| $390K | 0.28% |
+1,185
| New | +$390K |
|
52
Union Pacific
UNP
$128B
| $389K | 0.28% |
+1,704
| New | +$389K |
|
53
Procter & Gamble
PG
$370B
| $382K | 0.28% |
+2,280
| New | +$382K |
|
54
Arista Networks
ANET
$179B
| $354K | 0.26% |
+3,200
| New | +$354K |
|
55
Deere & Co
DE
$127B
| $346K | 0.25% |
+817
| New | +$346K |
|
56
Palo Alto Networks
PANW
$135B
| $318K | 0.23% |
+1,750
| New | +$318K |
|
57
Cardinal Health
CAH
$35.4B
| $303K | 0.22% |
+2,559
| New | +$303K |
|
58
CAVA Group
CAVA
$7.31B
| $293K | 0.21% |
+2,598
| New | +$293K |
|
59
Marsh & McLennan
MMC
$96.8B
| $270K | 0.2% |
+1,273
| New | +$270K |
|
60
Consolidated Edison
ED
$34.5B
| $267K | 0.19% |
+2,988
| New | +$267K |
|
61
GE HealthCare
GEHC
$35.4B
| $258K | 0.19% |
+3,304
| New | +$258K |
|
62
Quest Diagnostics
DGX
$20.1B
| $241K | 0.17% |
+1,600
| New | +$241K |
|
63
Salesforce
CRM
$228B
| $228K | 0.16% |
+683
| New | +$228K |
|
64
Humana
HUM
$32.8B
| $225K | 0.16% |
+888
| New | +$225K |
|