D
EverydayFavorites

FVRT

Index Performance

+16.58%
FVRT
+5.43%
TMLARGE
Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 28, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 20250%10%20%30%

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?
Sectors
  • Transportation
    16.93%
  • Consumer Durables
    16.70%
  • Retail Trade
    16.60%
  • Consumer Services
    15.91%
  • Technology Services
    8.98%
  • Finance
    8.60%
  • Consumer Non-Durables
    8.17%
  • Electronic Technology
    8.10%

Holdings

All holdings as of January 7, 2025
CSV download
Lyft, Inc. (LYFT)8.98%$5.97B31.54%36.22%0.84
Porsche AG (P911)8.73%$56.60B-6.12%22.83%1.77
Progressive Corp. (PGR)8.60%$140.35B26.74%N/A2.17
JetBlue Airways Corp. (JBLU)8.47%$2.67B0.51%3.09%0.76
DoorDash, Inc. (DASH)8.46%$72.70B25.05%44.12%5.56
The TJX Cos., Inc. (TJX)8.38%$135.89B6.02%31.59%2.41
Costco Wholesale Corp. (COST)8.22%$409.59B7.53%12.94%1.64
Procter & Gamble Co. (PG)8.17%$378.22B-0.61%52.25%5.39
Apple, Inc. (AAPL)8.10%$3.70T2.02%46.21%9.11
Chipotle Mexican Grill, Inc. (CMG)7.98%$80.12B13.01%22.47%7.49
Tesla, Inc. (TSLA)7.97%$1.32T7.85%19.84%9.21
Peloton Interactive, Inc. (PTON)7.93%$3.40B-1.60%49.71%1.15
Market data by FactSet