VIA

Victrix Investment Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 25.21%
This Quarter Est. Return
1 Year Est. Return
+25.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.43M
3
+$8.34M
4
AMZN icon
Amazon
AMZN
+$8.04M
5
BRK.B icon
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 Change
in Stake 		Capital Flow
1
$11.3M 8.14%
+84,028
2
$9.43M 6.8%
+37,661
3
$8.34M 6.01%
+44,031
4
$8.04M 5.8%
+36,659
5
$7.55M 5.45%
+16,659
6
$6.44M 4.64%
+15,273
7
$4.6M 3.32%
+104,729
8
$3.86M 2.78%
+7,946
9
$3.81M 2.75%
+42,139
10
$3.8M 2.74%
+9,773
11
$3.74M 2.69%
+28,940
12
$3.66M 2.64%
+61,830
13
$3.49M 2.52%
+4,900
14
$3.34M 2.41%
+12,096
15
$3.33M 2.4%
+23,000
16
$3.25M 2.34%
+43,889
17
$3.15M 2.27%
+17,772
18
$3.01M 2.17%
+9,511
19
$2.72M 1.96%
+4,640
20
$2.69M 1.94%
+5,316
21
$2.59M 1.87%
+23,283
22
$2.28M 1.64%
+9,506
23
$2.21M 1.6%
+11,802
24
$2.15M 1.55%
+21,648
25
$2.09M 1.51%
+5,761
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