VIA

Victrix Investment Advisors Portfolio holdings

AUM $275M
1-Year Est. Return 29.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$576K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$458K
5
META icon
Meta Platforms (Facebook)
META
+$255K

Top Sells

1
+$8.41M
2
+$7.44M
3
+$5.57M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.37M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.27M

Sector Composition

1 Technology 29.4%
2 Financials 18.19%
3 Industrials 13.72%
4 Healthcare 11.34%
5 Communication Services 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
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