AVRY
AVRY
About Avory Foundational ETF
AVRY invests in 2030 US-listed equity securities of any market capitalization perceived to represent future consumer, enterprise, and market needs. The actively managed fund seeks to balance growth and value using internal research and fundamental analysis. The fund considers companies considered as Secular Winners (central to long-term trends like AI or automation), Transitional Compounders...
About Avory Foundational ETF
AVRY invests in 2030 US-listed equity securities of any market capitalization perceived to represent future consumer, enterprise, and market needs. The actively managed fund seeks to balance growth and value using internal research and fundamental analysis. The fund considers companies considered as Secular Winners (central to long-term trends like AI or automation), Transitional Compounders...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 OKTA | Okta, Inc. | 7.34% | 31.87K | $4.81M |
 ZM | Zoom Communications, Inc. | 6.64% | 46.97K | $4.35M |
 OMCL | Omnicell, Inc. | 6.10% | 85.36K | $4.00M |
 YOU | Clear Secure, Inc. | 5.80% | 69.46K | $3.80M |
 META | Meta Platforms, Inc. | 5.48% | 5.27K | $3.59M |
 AMZN | Amazon.com, Inc. | 5.43% | 13.95K | $3.56M |
 XMTR | Xometry, Inc. | 5.12% | 33.95K | $3.35M |
 BX | Blackstone Inc. | 5.03% | 25.94K | $3.30M |
 ABNB | Airbnb, Inc. | 4.70% | 20.76K | $3.08M |
 Z | Zillow Group, Inc. Class C | 3.98% | 77.08K | $2.61M |
 FWRG | First Watch Restaurant Group, Inc. | 3.92% | 212.76K | $2.57M |
 PAYC | Paycom Software, Inc. | 3.91% | 17.67K | $2.56M |
 BROS | Dutch Bros Inc. | 3.16% | 32.40K | $2.07M |
 LZ | LegalZoom.com, Inc. | 2.98% | 250.36K | $1.95M |
 SBUX | Starbucks Corporation | 2.91% | 18.11K | $1.90M |
 RBLX | Roblox Corporation | 2.65% | 30.42K | $1.74M |
 CSCO | Cisco Systems, Inc. | 2.49% | 14.59K | $1.63M |
 SITE | SiteOne Landscape Supply, Inc. | 2.45% | 15.32K | $1.61M |
 MNDY | monday.com Ltd. | 1.98% | 16.05K | $1.30M |
 PATH | UiPath Inc. | 1.91% | 104.45K | $1.25M |
SECTOR HOLDINGS
Technology
Consumer Cyclical
Industrials
Communication Services
Financial Services
Healthcare
Utilities
Cash & OthersASSET ALLOCATION BY REGION
United States
IsraelSECTOR HOLDINGS
Technology Consumer Cyclical Industrials Communication Services Financial Services Healthcare Utilities Cash & OthersASSET ALLOCATION BY REGION
United States IsraelHoldings (Top 20)
OKTA
Okta, Inc.
ZM
Zoom Communications, Inc.
OMCL
Omnicell, Inc.
YOU
Clear Secure, Inc.
META
Meta Platforms, Inc.
AMZN
Amazon.com, Inc.
XMTR
Xometry, Inc.
BX
Blackstone Inc.
ABNB
Airbnb, Inc.
Z
Zillow Group, Inc. Class C
FWRG
First Watch Restaurant Group, Inc.
PAYC
Paycom Software, Inc.
BROS
Dutch Bros Inc.
LZ
LegalZoom.com, Inc.
SBUX
Starbucks Corporation
RBLX
Roblox Corporation
CSCO
Cisco Systems, Inc.
SITE
SiteOne Landscape Supply, Inc.
MNDY
monday.com Ltd.
PATH
UiPath Inc.