Index Performance
+4.10%
VICTORCH
-0.13%
QQQ
+3.94%
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 holdings73
What's inside?
Holdings
All holdings as of September 13, 2024
CSV download
| Kellanova (K) | 1.84% | $27.75B | -21.01% | 36.94% | 1.94 |
| Nexity SA (NXI) | 1.73% | $716.46M | -8.90% | 7.71% | 0.76 |
| 3M Co. (MMM) | 1.71% | $73.16B | -24.86% | 42.40% | 1.97 |
| NIO, Inc. (NIO) | 1.68% | $10.21B | 92.79% | 9.68% | 0.94 |
| Tesla, Inc. (TSLA) | 1.64% | $735.69B | 2.30% | 17.95% | 7.04 |
| Lockheed Martin Corp. (LMT) | 1.60% | $135.84B | 8.56% | 12.23% | 1.81 |
| VICI Properties, Inc. (VICI) | 1.60% | $35.56B | 6.55% | 99.18% | 12.70 |
| Xcel Energy, Inc. (XEL) | 1.58% | $35.59B | 0.46% | 20.28% | 4.24 |
| American Electric Power Co., Inc. (AEP) | 1.57% | $55.43B | 2.90% | 27.44% | 4.57 |
| LANXESS AG (LXS) | 1.57% | $2.43B | -5.62% | 21.69% | 0.72 |
| Realty Income Corp. (O) | 1.56% | $54.61B | 32.26% | 47.67% | 15.49 |
| AT&T, Inc. (T) | 1.56% | $155.16B | -0.40% | 44.58% | 2.44 |
| Walmart, Inc. (WMT) | 1.55% | $647.88B | 4.77% | 25.11% | 0.92 |
| Gilead Sciences, Inc. (GILD) | 1.54% | $103.10B | 5.46% | 77.78% | 3.78 |
| Warner Bros. Discovery, Inc. (WBD) | 1.54% | $20.82B | -6.26% | 18.20% | 1.42 |
| Alibaba Group Holding Ltd. (BABA) | 1.53% | $204.31B | 0.69% | 39.20% | 1.16 |
| Unilever Plc (ULVR) | 1.52% | $161.59B | 1.14% | 42.24% | 2.28 |
| Citizens Financial Group, Inc. (Rhode Island) (CFG) | 1.52% | $17.97B | 2.00% | N/A | 1.58 |
| NextEra Energy, Inc. (NEE) | 1.52% | $173.99B | 8.52% | 36.87% | 9.67 |
| The Southern Co. (SO) | 1.50% | $97.90B | 12.44% | 35.53% | 5.87 |
| AbbVie, Inc. (ABBV) | 1.50% | $343.04B | 4.31% | 71.01% | 6.57 |
| The Coca-Cola Co. (KO) | 1.50% | $307.77B | 2.64% | 61.44% | 6.49 |
| McDonald's Corp. (MCD) | 1.49% | $212.71B | -0.12% | 56.80% | 9.13 |
| The J. M. Smucker Co. (SJM) | 1.46% | $12.85B | 17.72% | 36.53% | 2.49 |
| The Kroger Co. (KR) | 1.46% | $40.36B | 0.17% | 20.35% | 0.36 |
| Amundi SA (AMUN) | 1.46% | $15.31B | -2.41% | 52.68% | 5.41 |
| Shopify, Inc. (SHOP) | 1.45% | $87.83B | 20.72% | 51.10% | 10.56 |
| Medtronic Plc (MDT) | 1.45% | $115.42B | 2.77% | 59.53% | 3.75 |
| Sempra (SRE) | 1.45% | $52.53B | -11.63% | 23.76% | 6.65 |
| Union Pacific Corp. (UNP) | 1.45% | $151.76B | 0.74% | 45.41% | 7.05 |
| Webster Financial Corp. (WBS) | 1.44% | $7.66B | -0.41% | N/A | 2.77 |
| The Kraft Heinz Co. (KHC) | 1.43% | $43.03B | -3.65% | 35.55% | 2.22 |
| Bendigo & Adelaide Bank Ltd. (BEN) | 1.41% | $4.62B | 36.56% | N/A | 3.43 |
| Apple, Inc. (AAPL) | 1.40% | $3.38T | 4.87% | 46.26% | 8.49 |
| Geely Automobile Holdings Ltd. (175) | 1.37% | $11.74B | N/A | 16.50% | 0.29 |
| ON Semiconductor Corp. (ON) | 1.37% | $30.72B | -17.15% | 44.49% | 3.93 |
| Eli Lilly & Co. (LLY) | 1.37% | $877.92B | 35.98% | 80.80% | 21.69 |
| TUI AG (TUI) | 1.36% | $3.34B | 7.44% | 6.46% | 0.28 |
| BYD Co., Ltd. (1211) | 1.35% | $75.63B | 21.61% | 17.21% | 0.96 |
| Ecolab, Inc. (ECL) | 1.34% | $71.29B | 3.47% | 43.76% | 4.86 |
| Canadian National Railway Co. (CNR) | 1.33% | $74.87B | 6.70% | 43.64% | 7.21 |
| RWE AG (RWE) | 1.33% | $27.24B | -16.11% | 30.78% | 1.33 |
| Everest Group Ltd. (EG) | 1.32% | $16.56B | 15.78% | N/A | 1.23 |
| Tractor Supply Co. (TSCO) | 1.32% | $30.52B | 1.48% | 34.06% | 2.31 |
| Waste Management, Inc. (WM) | 1.30% | $83.49B | 5.53% | 29.03% | 4.85 |
| Archer-Daniels-Midland Co. (ADM) | 1.30% | $28.87B | -11.80% | 7.10% | 0.42 |
| LKQ Corp. (LKQ) | 1.29% | $10.80B | 7.63% | 36.65% | 1.14 |
| Zimmer Biomet Holdings, Inc. (ZBH) | 1.29% | $21.64B | 3.87% | 60.69% | 3.70 |
| Becton, Dickinson & Co. (BDX) | 1.29% | $67.69B | 2.30% | 46.23% | 4.13 |
| Amazon.com, Inc. (AMZN) | 1.29% | $1.96T | 10.12% | 50.14% | 3.53 |
| Bank of America Corp. (BAC) | 1.29% | $299.91B | 13.38% | N/A | 5.42 |
| Tencent Holdings Ltd. (700) | 1.28% | $445.00B | 4.38% | 51.82% | 5.26 |
| 3SBio, Inc. (1530) | 1.26% | $1.75B | 8.27% | 84.98% | 2.27 |
| Texas Roadhouse, Inc. (TXRH) | 1.26% | $10.93B | 14.51% | 15.45% | 2.45 |
| Microsoft Corp. (MSFT) | 1.25% | $3.20T | 15.67% | 69.76% | 13.71 |
| Marriott International, Inc. (MAR) | 1.24% | $65.24B | 5.99% | 22.53% | 3.39 |
| NVIDIA Corp. (NVDA) | 1.23% | $2.92T | 122.40% | 75.15% | 28.91 |
| Heineken NV (HEIA) | 1.21% | $51.76B | 5.72% | 37.35% | 2.32 |
| Albemarle Corp. (ALB) | 1.21% | $10.28B | -39.65% | -0.74% | 2.09 |
| Phillips 66 (PSX) | 1.21% | $53.03B | 9.23% | 3.99% | 0.52 |
| Volkswagen AG (VOW3) | 1.19% | $53.46B | 4.10% | 19.34% | 0.80 |
| Merck & Co., Inc. (MRK) | 1.16% | $293.68B | 7.25% | 73.43% | 5.49 |
| Rubis SCA (RUI) | 1.16% | $2.70B | -7.07% | 12.14% | 0.63 |
| The Walt Disney Co. (DIS) | 1.16% | $164.22B | 3.54% | 31.01% | 2.54 |
| Alphabet, Inc. (GOOG) | 1.15% | $1.81T | 13.46% | 58.05% | 6.77 |
| Bayerische Motoren Werke AG (BMW) | 1.13% | $50.97B | -0.74% | 18.02% | 0.93 |
| McKesson Corp. (MCK) | 1.12% | $67.28B | 6.44% | 3.73% | 0.26 |
| China Railway Construction Corp. Ltd. (601186) | 1.11% | $12.22B | -9.87% | 10.23% | 0.54 |
| Occidental Petroleum Corp. (OXY) | 1.10% | $46.23B | 4.14% | 36.70% | 3.17 |
| NIKE, Inc. (NKE) | 1.07% | $94.93B | 0.38% | 44.01% | 2.84 |
| Applied Materials, Inc. (AMAT) | 1.05% | $155.38B | 5.52% | 47.29% | 6.32 |
| Jumia Technologies AG (JMIA) | 0.87% | $487.66M | -24.82% | 53.03% | 3.32 |
| PDD Holdings, Inc. (PDD) | 0.86% | $131.92B | 79.95% | 65.28% | 3.19 |
Market data by FactSet