Name Net reduced
positions
Reduced positions Increased positions Return since
31 Dec ‘23
51
58 224 166 50.7%
52
57 204 147 3.53%
53
57 179 122 9.48%
LCII icon
54
LCI Industries
LCII
$2.06B
57 126 69 32.6%
55
56 175 119 50%
56
56 180 124 65.7%
57
55 140 85 11%
58
55 180 125 43.7%
59
54 119 65 26.8%
60
54 303 249 34.3%
VCR icon
61
Vanguard Consumer Discretionary ETF
VCR
$6.34B
54 167 113 26.7%
62
54 148 94 18.2%
63
54 206 152 18.3%
64
54 257 203 27.8%
65
53 130 77 37.1%
66
53 112 59 41%
67
52 165 113 26.9%
68
52 229 177 1.58%
69
52 152 100 4.15%
70
51 161 110 57.4%
71
51 157 106 37.7%
72
51 187 136 29.1%
73
50 131 81 17.4%
74
50 150 100 42.2%
75
49 175 126 26%