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AVLVAvantisActive-Equity

Holdings
272
AUM
$3.2B
Total Wt
99.9%
Position changes over:
New Entrancespast 7 days
1position entered
Total Exitspast 7 days
6positions exited
Position Sizingexisting holdings resized · past 7 days
Increased(12)
NFLXNETFLIX INC COMMON STOCK USD.001
+0.61%
DEDEERE + CO COMMON STOCK USD1.0
+0.16%
COSTCOSTCO WHOLESALE CORP COMMON STOCK USD.005
+0.15%
SCHWSCHWAB (CHARLES) CORP COMMON STOCK USD.01
+0.15%
TJXTJX COMPANIES INC COMMON STOCK USD1.0
+0.14%
QCOMQUALCOMM INC COMMON STOCK USD.0001
+0.13%
CBCHUBB LTD COMMON STOCK
+0.11%
UNPUNION PACIFIC CORP COMMON STOCK USD2.5
+0.11%
MSMORGAN STANLEY COMMON STOCK USD.01
+0.10%
COPCONOCOPHILLIPS COMMON STOCK USD.01
+0.09%
MPCMARATHON PETROLEUM CORP COMMON STOCK USD.01
+0.08%
PGRPROGRESSIVE CORP COMMON STOCK USD1.0
+0.08%
Trimmed(12)
MUMICRON TECHNOLOGY INC COMMON STOCK USD.1
-1.63%
LRCXLAM RESEARCH CORP COMMON STOCK USD.001
-0.66%
AMATAPPLIED MATERIALS INC COMMON STOCK USD.01
-0.50%
CATCATERPILLAR INC COMMON STOCK USD1.0
-0.40%
KLACKLA CORP COMMON STOCK USD.001
-0.25%
AMZNAMAZON.COM INC COMMON STOCK USD.01
-0.13%
GILDGILEAD SCIENCES INC COMMON STOCK USD.001
-0.09%
MSFTMICROSOFT CORP COMMON STOCK USD.00000625
-0.08%
ELESTEE LAUDER COMPANIES CL A COMMON STOCK USD.01
-0.07%
STZCONSTELLATION BRANDS INC A COMMON STOCK USD.01
-0.06%
NXTNEXTPOWER INC CL A COMMON STOCK USD.0001
-0.06%
PHMPULTEGROUP INC COMMON STOCK USD.01
-0.05%
Conviction Streaks44 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
1MUMICRON TECHNOLOGY INC COMMON STOCK USD.1
3.242%
+0.277%443,351+328
2AAPLAPPLE INC COMMON STOCK USD.00001
3.129%
-0.075%1,346,968+1,064
3AMZNAMAZON.COM INC COMMON STOCK USD.01
2.939%
-0.024%1,555,827+1,240
4XOMEXXON MOBIL CORP COMMON STOCK
2.708%
+0.018%2,316,547+680
5METAMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006
2.590%
-0.046%574,274+472
6COSTCOSTCO WHOLESALE CORP COMMON STOCK USD.005
2.184%
-0.003%290,816+368
7CATCATERPILLAR INC COMMON STOCK USD1.0
2.099%
+0.015%297,480
8LRCXLAM RESEARCH CORP COMMON STOCK USD.001
1.847%
+0.111%738,944
9JPMJPMORGAN CHASE + CO COMMON STOCK USD1.0
1.837%
-0.018%766,481
10MRKMERCK + CO. INC. COMMON STOCK USD.5
1.690%
-0.028%1,835,290
11UNPUNION PACIFIC CORP COMMON STOCK USD2.5
1.644%
-0.029%794,113+1,008
12TJXTJX COMPANIES INC COMMON STOCK USD1.0
1.639%
-0.017%1,331,560+1,560
13VZVERIZON COMMUNICATIONS INC COMMON STOCK USD.1
1.638%
-0.004%4,678,995+7,464
14MSFTMICROSOFT CORP COMMON STOCK USD.00000625
1.588%
-0.025%500,705+864
15NFLXNETFLIX INC COMMON STOCK USD.001
1.530%
+0.003%2,403,224+4,552
16MSMORGAN STANLEY COMMON STOCK USD.01
1.489%
-0.004%910,586+1,280
17COPCONOCOPHILLIPS COMMON STOCK USD.01
1.275%
+0.013%1,392,024+1,560
18GILDGILEAD SCIENCES INC COMMON STOCK USD.001
1.164%
-0.016%1,179,508
19GMGENERAL MOTORS CO COMMON STOCK USD.01
1.159%
+0.018%1,796,206+1,776
20CSXCSX CORP COMMON STOCK USD1.0
1.146%
-0.002%3,158,101+3,624