VIA
Victrix Investment Advisors Portfolio holdings
AUM
$226M
1 Year Est. Return
–
AUM
$226M
AUM Growth
+$35.6M
(+19%)
Holding
106
Top Buys
| 1 | +$1.41M | |
| 2 | +$1.07M | |
| 3 | +$902K | |
| 4 |
Lockheed Martin
LMT
|
+$798K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$792K |
Top Sells
| 1 | +$250K | |
| 2 | +$231K | |
| 3 | +$214K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$183K |
| 5 |
Procter & Gamble
PG
|
+$148K |
Sector Composition
| 1 | Technology | 20.79% |
| 2 | Financials | 13.92% |
| 3 | Industrials | 9.72% |
| 4 | Communication Services | 7.26% |
| 5 | Healthcare | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Consumer Staples ETF
VDC
$7.4B
| $207K | 0.09% |
947
|
|
||
102
CrowdStrike
CRWD
$132B
| $203K | 0.09% |
+399
|
|
||
103
Presidio Property Trust Inc Series A Warrants
SQFTW
$553K
| $425 | ﹤0.01% |
+12,603
|
|
||
104
Humana
HUM
$35B
| – | – |
-808
|
|
||
105
iShares Russell 2000 ETF
IWM
$71.6B
| – | – |
-1,253
|
|
||
106
T-Mobile US
TMUS
$244B
| – | – |
-867
|
|