CIK: 0001891185
Total reported value
$450.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNX | TD Synnex CORP | Stock-Tech | 30.31% | — | -4.30% | |
| 2 | ARW | Arrow Electronics INC | Stock-Tech | 28.77% | -13.64% | EXIT | |
| 3 | AVT | Avnet INC | Stock-Tech | 24.88% | -14.32% | EXIT | |
| 4 | YUMC | Yum China Holdings INC | Stock-Consumer Disc | 16.05% | — | — |