Index Performance
+8.31%
FVRT
+1.78%
TMLARGE
Overview
Description
Buy and hold companies that build products and services that we like and use everyday, on a recurring way.
- TickerFVRT
- Inception Date10/01/2024
- WeightingEqual
- # of holdings12
What's inside?
Holdings
All holdings as of October 4, 2024
CSV download
| JetBlue Airways Corp. (JBLU) | 9.19% | $2.53B | -6.97% | 6.10% | 0.71 |
| Peloton Interactive, Inc. (PTON) | 8.41% | $1.68B | -3.56% | 42.54% | 0.97 |
| DoorDash, Inc. (DASH) | 8.34% | $55.72B | 23.30% | 42.02% | 4.20 |
| Costco Wholesale Corp. (COST) | 8.31% | $391.51B | 5.02% | 12.61% | 1.55 |
| Tesla, Inc. (TSLA) | 8.30% | $798.92B | 2.30% | 17.95% | 7.04 |
| Progressive Corp. (PGR) | 8.30% | $149.56B | 18.11% | N/A | 1.90 |
| Lyft, Inc. (LYFT) | 8.29% | $5.05B | 40.64% | 34.86% | 1.03 |
| Apple, Inc. (AAPL) | 8.27% | $3.45T | 4.87% | 46.26% | 8.49 |
| Chipotle Mexican Grill, Inc. (CMG) | 8.19% | $78.21B | 18.22% | 26.10% | 8.38 |
| The TJX Cos., Inc. (TJX) | 8.14% | $129.36B | 5.57% | 30.26% | 2.46 |
| Porsche AG (P911) | 8.14% | $35.21B | 1.08% | 27.66% | 1.70 |
| Procter & Gamble Co. (PG) | 8.12% | $396.82B | 2.48% | 51.69% | 5.15 |
Market data by FactSet