Index Performance
-3.38%
VICTORCH
+7.03%
QQQ
+4.02%
SPY
Overview
Description
Named after my 7 years old son, Victor, and crafted to accumulate wealth until he turns 18, to ensure an added degree of financial independence.
- TickerVICTORCH
- Inception Date12/02/2023
- WeightingEqual
- # of holdings72
What's inside?
Sectors
- Finance12.79%
- Health Technology11.14%
- Consumer Non-Durables9.59%
- Retail Trade8.32%
- Utilities8.29%
- Consumer Durables8.16%
- Consumer Services6.86%
- Technology Services6.77%
- Process Industries5.58%
- Electronic Technology5.44%
- Producer Manufacturing4.30%
- Energy Minerals2.98%
- Distribution Services2.88%
- Transportation2.87%
- Industrial Services2.68%
- Communications1.36%
Holdings
All holdings as of January 7, 2025
CSV download
Occidental Petroleum Corp. (OXY) | 1.52% | $48.37B | -2.54% | 36.70% | 3.08 |
Applied Materials, Inc. (AMAT) | 1.52% | $144.69B | 2.73% | 47.46% | 5.62 |
RWE AG (RWE) | 1.48% | $23.27B | -21.90% | -2.21% | 1.51 |
Rubis SCA (RUI) | 1.47% | $2.60B | -7.07% | N/A | 0.63 |
Bank of America Corp. (BAC) | 1.46% | $353.57B | 14.11% | N/A | 5.40 |
Bendigo & Adelaide Bank Ltd. (BEN) | 1.46% | $4.73B | 36.56% | N/A | 3.43 |
Phillips 66 (PSX) | 1.45% | $47.57B | -11.73% | 2.30% | 0.51 |
NVIDIA Corp. (NVDA) | 1.45% | $3.43T | 93.61% | 74.56% | 30.71 |
Everest Group Ltd. (EG) | 1.45% | $15.95B | 7.37% | N/A | 1.23 |
Canadian National Railway Co. (CNR) | 1.44% | $65.88B | 3.09% | 42.70% | 7.00 |
LANXESS AG (LXS) | 1.44% | $2.18B | -0.19% | 21.84% | 0.80 |
Merck & Co., Inc. (MRK) | 1.44% | $255.54B | 4.42% | 73.43% | 4.96 |
Citizens Financial Group, Inc. (Rhode Island) (CFG) | 1.43% | $19.70B | -0.45% | N/A | 1.89 |
3M Co. (MMM) | 1.43% | $72.30B | -24.28% | 41.99% | 2.87 |
Alibaba Group Holding Ltd. (BABA) | 1.43% | $199.52B | 6.37% | 38.40% | 1.78 |
Becton, Dickinson & Co. (BDX) | 1.43% | $67.33B | 4.16% | 45.22% | 4.40 |
Union Pacific Corp. (UNP) | 1.43% | $139.77B | 2.52% | 45.36% | 7.48 |
Bayerische Motoren Werke AG (BMW) | 1.43% | $51.49B | -15.74% | 13.10% | 0.95 |
AbbVie, Inc. (ABBV) | 1.43% | $317.25B | 3.83% | 71.00% | 7.45 |
Albemarle Corp. (ALB) | 1.42% | $10.58B | -41.37% | -7.68% | 2.41 |
Alphabet, Inc. (GOOG) | 1.42% | $2.40T | 15.07% | 58.67% | 5.93 |
VICI Properties, Inc. (VICI) | 1.42% | $30.83B | 6.67% | 99.19% | 13.83 |
PDD Holdings, Inc. (PDD) | 1.41% | $139.74B | 45.92% | 60.03% | 2.87 |
McKesson Corp. (MCK) | 1.41% | $74.29B | 21.29% | 3.36% | 0.21 |
Kellanova (K) | 1.41% | $28.04B | -17.92% | 36.44% | 2.66 |
Heineken NV (HEIA) | 1.41% | $40.47B | 5.72% | N/A | 2.32 |
Nexity SA (NXI) | 1.41% | $741.80M | -8.90% | N/A | 0.76 |
Eli Lilly & Co. (LLY) | 1.40% | $734.10B | 20.43% | 81.02% | 20.30 |
Texas Roadhouse, Inc. (TXRH) | 1.40% | $12.09B | 13.48% | 12.98% | 2.43 |
Webster Financial Corp. (WBS) | 1.40% | $9.44B | 4.98% | N/A | 2.83 |
Volkswagen AG (VOW3) | 1.40% | $47.48B | -0.47% | 16.97% | 0.60 |
Tractor Supply Co. (TSCO) | 1.39% | $29.05B | 1.65% | 33.93% | 2.43 |
Jumia Technologies AG (JMIA) | 1.39% | $410.99M | -18.85% | 57.76% | N/A |
Realty Income Corp. (O) | 1.39% | $45.96B | 28.88% | 48.14% | 16.53 |
The Walt Disney Co. (DIS) | 1.39% | $201.72B | 2.76% | 30.08% | 2.47 |
NIO, Inc. (NIO) | 1.38% | $9.70B | -0.98% | 10.75% | 1.51 |
Amundi SA (AMUN) | 1.38% | $13.45B | -2.41% | N/A | 5.41 |
LKQ Corp. (LKQ) | 1.38% | $9.49B | 0.45% | 36.33% | 1.10 |
McDonald's Corp. (MCD) | 1.38% | $207.35B | 2.70% | 56.28% | 10.46 |
Waste Management, Inc. (WM) | 1.38% | $81.63B | 7.91% | 29.45% | 4.66 |
Gilead Sciences, Inc. (GILD) | 1.38% | $112.95B | 7.05% | 79.10% | 4.30 |
Amazon.com, Inc. (AMZN) | 1.38% | $2.34T | 11.04% | 49.03% | 3.32 |
Walmart, Inc. (WMT) | 1.38% | $729.51B | 5.46% | 24.91% | 1.07 |
The Kraft Heinz Co. (KHC) | 1.38% | $36.00B | -2.85% | 34.29% | 2.36 |
Medtronic Plc (MDT) | 1.37% | $102.42B | 5.25% | 59.91% | 4.16 |
Warner Bros. Discovery, Inc. (WBD) | 1.37% | $25.78B | -3.78% | 27.73% | 1.47 |
NextEra Energy, Inc. (NEE) | 1.37% | $144.83B | -10.90% | 34.20% | 11.16 |
Unilever Plc (ULVR) | 1.37% | $140.00B | 1.14% | N/A | 2.28 |
Shopify, Inc. (SHOP) | 1.37% | $138.54B | 26.14% | 51.71% | 12.26 |
Archer-Daniels-Midland Co. (ADM) | 1.36% | $23.65B | -8.07% | 7.11% | 0.41 |
The Southern Co. (SO) | 1.36% | $88.85B | 4.21% | 37.89% | 6.32 |
The J. M. Smucker Co. (SJM) | 1.36% | $11.44B | 17.16% | 35.82% | 2.32 |
AT&T, Inc. (T) | 1.36% | $159.29B | -0.45% | 44.67% | 2.61 |
American Electric Power Co., Inc. (AEP) | 1.36% | $48.18B | 2.54% | 33.29% | 4.95 |
Xcel Energy, Inc. (XEL) | 1.36% | $37.69B | -0.57% | 29.31% | 4.71 |
The Coca-Cola Co. (KO) | 1.36% | $262.09B | -0.54% | 61.22% | 7.33 |
Ecolab, Inc. (ECL) | 1.35% | $65.53B | 1.02% | 43.40% | 5.11 |
BYD Co., Ltd. (1211) | 1.35% | $101.65B | 24.65% | 20.27% | 1.10 |
Sempra (SRE) | 1.35% | $53.35B | -19.12% | 20.50% | 7.49 |
3SBio, Inc. (1530) | 1.35% | $1.81B | 8.27% | N/A | 2.27 |
Microsoft Corp. (MSFT) | 1.35% | $3.14T | 16.04% | 69.35% | 12.72 |
Zimmer Biomet Holdings, Inc. (ZBH) | 1.34% | $20.53B | 4.03% | 64.58% | 3.66 |
ON Semiconductor Corp. (ON) | 1.33% | $26.71B | -19.21% | 44.63% | 4.47 |
The Kroger Co. (KR) | 1.33% | $42.79B | -0.95% | 20.60% | 0.39 |
Lockheed Martin Corp. (LMT) | 1.33% | $109.97B | 1.34% | 12.38% | 2.18 |
Marriott International, Inc. (MAR) | 1.33% | $74.97B | 5.52% | 19.65% | 3.40 |
Apple, Inc. (AAPL) | 1.33% | $3.66T | 2.02% | 46.21% | 9.11 |
NIKE, Inc. (NKE) | 1.31% | $106.63B | -7.53% | 43.33% | 2.44 |
Tesla, Inc. (TSLA) | 1.31% | $1.27T | 7.85% | 19.84% | 9.21 |
China Railway Construction Corp. Ltd. (601186) | 1.30% | $15.10B | -8.84% | 8.98% | 0.62 |
Geely Automobile Holdings Ltd. (175) | 1.27% | $18.12B | N/A | 15.58% | 0.47 |
Tencent Holdings Ltd. (700) | 1.24% | $444.17B | 8.98% | 51.53% | 6.06 |
Market data by FactSet