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AVCorgi FundsActive-Equity

Holdings
39
AUM
$0.05B
Total Wt
95.4%
Net Flow 7d
0.0%
Position changes over:
New Entrancessince yesterday
0positions entered

None this window — no structural change.

Total Exitssince yesterday
0positions exited

None this window — no structural change.

Position Sizingexisting holdings resized · since yesterday
Increased(12)
UALUnited Airlines Holdings Inc
+0.12%
ATIATI Inc
+0.08%
DALDelta Air Lines Inc
+0.06%
ALKAlaska Air Group Inc
+0.06%
CRSCarpenter Technology Corp
+0.05%
AALAmerican Airlines Group Inc
+0.05%
LUVSouthwest Airlines Co
+0.04%
HWMHowmet Aerospace Inc
+0.04%
FTAIFTAI Aviation Ltd
+0.04%
BABoeing Co/The
+0.04%
RYAAYRyanair Holdings PLC
+0.03%
AIRAAR Corp
+0.03%
Trimmed(12)
NOCNorthrop Grumman Corp
-0.14%
RTXRTX Corp
-0.11%
GEGE AEROSPACE
-0.07%
AERAerCap Holdings NV
-0.06%
TDGTransDigm Group Inc
-0.05%
FDXF-WFedex Freight Holding Co Inc
-0.04%
TXTTextron Inc
-0.04%
CAECAE Inc
-0.04%
ASRGrupo Aeroportuario del Sureste SAB de CV
-0.03%
LMTLockheed Martin Corp
-0.03%
FDXFFedex Freight Holding Co Inc
-0.02%
PACGrupo Aeroportuario del Pacifico SAB de CV
-0.02%
Conviction Streaks14 active · consecutive-day moves

A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.

Top Holdingstop 20 by weight
#TickerNameWeightΔ WtSharesΔ Shares
1GEGE AEROSPACE
10.501%
-0.070%440
2RTXRTX Corp
8.720%
-0.107%660
3GDGeneral Dynamics Corp
5.147%
+0.005%200
4HWMHowmet Aerospace Inc
4.934%
+0.044%260
5LMTLockheed Martin Corp
4.722%
-0.027%120
6NOCNorthrop Grumman Corp
4.359%
-0.137%110
7BABoeing Co/The
4.133%
+0.036%260
8UPSUnited Parcel Service Inc
4.052%
+0.004%520
9FDXFedEx Corp
3.636%
+0.026%150
10TDGTransDigm Group Inc
3.608%
-0.048%40
11DALDelta Air Lines Inc
3.521%
+0.063%600
12UALUnited Airlines Holdings Inc
2.908%
+0.118%360
13RYAAYRyanair Holdings PLC
2.513%
+0.034%590
14ATIATI Inc
2.432%
+0.083%170
15CRSCarpenter Technology Corp
2.420%
+0.055%60
16FTAIFTAI Aviation Ltd
2.250%
+0.038%130
17WWDWoodward Inc
2.227%
+0.013%80
18LUVSouthwest Airlines Co
2.033%
+0.044%640
19AERAerCap Holdings NV
1.978%
-0.058%200
20TXTTextron Inc
1.748%
-0.042%260