Each N-PORT filing of VCR compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/287 positions became 285: 6 added (0.77% of the fund), 8 dropped (0.78%). Turnover proxy 7.2%. Largest increases: Amazon.com Inc 21.06% to 24.43%; Tesla Inc 16.64% to 17.74%; Ford Motor Co 0.87% to 1.05%; Liberty Live Holdings Inc 0% to 0.12%; eBay Inc 0.67% to 0.76%; Ross Stores Inc 1.05% to 1.13%. Largest decreases: McDonald's Corp 3.69% to 2.9%; Home Depot Inc/The 5.32% to 4.58%; Lowe's Cos Inc 2.26% to 1.77%; NIKE Inc 1.14% to 0.84%; AutoZone Inc 0.98% to 0.74%; TJX Cos Inc/The 2.74% to 2.52%. New: Carnival Corp Ltd (0.57%), Versigent PLC (0.11%), Liberty Live Holdings Inc (0.07%), Traeger Inc (0.01%), Eightco Holdings Inc (0%), N/A (0%). Gone: Carnival Corp (0.55%), Tri Pointe Homes Inc (0.12%), Mister Car Wash Inc (0.04%), Golden Entertainment Inc (0.03%), Udemy Inc (0.02%), European Wax Center Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Jul 2026 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/293 positions became 287: 1 added (0% of the fund), 7 dropped (0.19%). Turnover proxy 4.7%. Largest increases: Home Depot Inc/The 4.9% to 5.32%; McDonald's Corp 3.31% to 3.69%; Lowe's Cos Inc 1.91% to 2.26%; Starbucks Corp 1.49% to 1.71%; Royal Caribbean Cruises Ltd 1.04% to 1.24%; TJX Cos Inc/The 2.55% to 2.74%. Largest decreases: Tesla Inc 17.46% to 16.64%; Amazon.com Inc 21.55% to 21.06%; Booking Holdings Inc 2.41% to 2.09%; Flutter Entertainment PLC 0.56% to 0.29%; MercadoLibre Inc 1.42% to 1.23%; Carvana Co 0.77% to 0.59%. New: Liberty Live Holdings Inc (0%). Gone: Hanesbrands Inc (0.08%), ODP Corp/The (0.05%), Guess? Inc (0.03%), Soho House & Co Inc (0.02%), Denny's Corp (0.02%), Luminar Technologies Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Apr 2026 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/295 positions became 293: 7 added (0.22% of the fund), 9 dropped (0.59%). Turnover proxy 6.3%. Largest increases: Tesla Inc 14.34% to 17.46%; TJX Cos Inc/The 2.32% to 2.55%; General Motors Co 1% to 1.15%; Ross Stores Inc 0.76% to 0.9%; Marriott International Inc/MD 0.98% to 1.11%; Ford Motor Co 0.72% to 0.8%. Largest decreases: Home Depot Inc/The 6.03% to 4.9%; Amazon.com Inc 22.08% to 21.55%; Booking Holdings Inc 2.79% to 2.41%; Royal Caribbean Cruises Ltd 1.42% to 1.04%; MercadoLibre Inc 1.72% to 1.42%; Flutter Entertainment PLC 0.84% to 0.56%. New: Lucid Group Inc (0.07%), Driven Brands Holdings Inc (0.06%), American Public Education Inc (0.03%), Cooper-Standard Holdings Inc (0.03%), Sharplink Gaming Inc (0.02%), Biglari Holdings Inc (0.01%). Gone: Skechers USA Inc (0.15%), Light & Wonder Inc (0.15%), Modine Manufacturing Co (0.14%), Foot Locker Inc (0.07%), Lucid Group Inc (0.07%), iRobot Corp (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jan 2026 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/292 positions became 295: 6 added (0.18% of the fund), 3 dropped (0.12%). Turnover proxy 5.2%. Largest increases: Royal Caribbean Cruises Ltd 1.07% to 1.42%; NIKE Inc 1.19% to 1.41%; DR Horton Inc 0.59% to 0.78%; DoorDash Inc 1.19% to 1.33%; Home Depot Inc/The 5.92% to 6.03%; Carnival Corp 0.42% to 0.53%. Largest decreases: Tesla Inc 16.13% to 14.34%; Amazon.com Inc 23.01% to 22.08%; McDonald's Corp 3.65% to 3.37%; Chipotle Mexican Grill Inc 1.14% to 0.88%; Lululemon Athletica Inc 0.62% to 0.36%; MercadoLibre Inc 1.93% to 1.72%. New: Viad Corp (0.05%), RealReal Inc/The (0.04%), Matthews International Corp (0.04%), Lincoln Educational Services Corp (0.03%), KinderCare Learning Cos Inc (0.01%), Bally's Corp (0%). Gone: Playa Hotels & Resorts NV (0.06%), Everi Holdings Inc (0.06%), Clarus Corp (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Oct 2025 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/294 positions became 292: 2 added (0.09% of the fund), 4 dropped (0.08%). Turnover proxy 4.9%. Largest increases: Tesla Inc 13.72% to 16.13%; MercadoLibre Inc 1.6% to 1.93%; DoorDash Inc 0.96% to 1.19%; Carvana Co 0.45% to 0.64%; Booking Holdings Inc 2.81% to 2.98%; Duolingo Inc 0.2% to 0.34%. Largest decreases: Starbucks Corp 2.18% to 1.57%; Home Depot Inc/The 6.43% to 5.92%; NIKE Inc 1.6% to 1.19%; Lowe's Cos Inc 2.19% to 1.95%; Marriott International Inc/MD 1.15% to 1.05%; Hilton Worldwide Holdings Inc 1.12% to 1.02%. New: Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.09%), Qurate Retail Inc (0%). Gone: Nordstrom Inc (0.07%), Qurate Retail Inc (0.01%), WW International Inc (0%), Solo Brands Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Jul 2025 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/299 positions became 294: 1 added (0.32% of the fund), 6 dropped (0.4%). Turnover proxy 5.4%. Largest increases: Amazon.com Inc 21.42% to 23%; Starbucks Corp 1.83% to 2.18%; McDonald's Corp 3.33% to 3.65%; O'Reilly Automotive Inc 1.17% to 1.36%; MercadoLibre Inc 1.43% to 1.6%; AutoZone Inc 0.87% to 1.01%. Largest decreases: Tesla Inc 15.37% to 13.72%; Lowe's Cos Inc 2.44% to 2.19%; Lennar Corp 0.68% to 0.49%; Home Depot Inc/The 6.62% to 6.43%; DR Horton Inc 0.8% to 0.64%; Deckers Outdoor Corp 0.5% to 0.37%. New: Aptiv Holdings Ltd (0.32%). Gone: Aptiv PLC (0.26%), Vizio Holding Corp (0.04%), Worthington Enterprises Inc (0.04%), New Issuer: BB Company ID:70125861 (0.03%), Bally's Corp (0.03%), Canoo Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Apr 2025 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/303 positions became 299: 7 added (0.77% of the fund), 11 dropped (0.2%). Turnover proxy 6.9%. Largest increases: Tesla Inc 11.17% to 15.37%; Amazon.com Inc 21.18% to 21.42%; Booking Holdings Inc 2.57% to 2.78%; Royal Caribbean Cruises Ltd 0.76% to 0.96%; DoorDash Inc 0.69% to 0.83%; Carvana Co 0.34% to 0.48%. Largest decreases: McDonald's Corp 3.86% to 3.33%; NIKE Inc 1.88% to 1.51%; MercadoLibre Inc 1.73% to 1.43%; DR Horton Inc 1.09% to 0.8%; Lowe's Cos Inc 2.7% to 2.44%; TJX Cos Inc/The 2.48% to 2.23%. New: Flutter Entertainment PLC (0.72%), New Issuer: BB Company ID:70125861 (0.03%), Luminar Technologies Inc (0.01%), Rush Street Interactive Inc (0%), N/A (0%), Build-A-Bear Workshop Inc (0%). Gone: Vista Outdoor Inc (0.07%), Chuy's Holdings Inc (0.05%), Aaron's Co Inc/The (0.02%), Luminar Technologies Inc (0.02%), Biglari Holdings Inc (0.01%), ContextLogic Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Jan 2025 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/305 positions became 303: 9 added (0.36% of the fund), 11 dropped (0.19%). Turnover proxy 6%. Largest increases: Tesla Inc 9.82% to 11.17%; MercadoLibre Inc 1.34% to 1.73%; Home Depot Inc/The 6.51% to 6.76%; Starbucks Corp 1.78% to 1.99%; McDonald's Corp 3.66% to 3.86%; DR Horton Inc 0.91% to 1.09%. Largest decreases: Amazon.com Inc 23.72% to 21.18%; NIKE Inc 2.27% to 1.88%; Airbnb Inc 1.24% to 0.96%; Chipotle Mexican Grill Inc 1.68% to 1.43%; Lululemon Athletica Inc 0.71% to 0.56%; Ford Motor Co 0.94% to 0.82%. New: Six Flags Entertainment Corp (0.14%), Hovnanian Enterprises Inc (0.06%), Universal Technical Institute Inc (0.05%), Mobileye Global Inc (0.04%), GigaCloud Technology Inc (0.03%), Xponential Fitness Inc (0.02%). Gone: Six Flags Entertainment Corp (0.06%), Hibbett Inc (0.05%), N/A (0.03%), Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.02%), BARK Inc (0.01%), Tupperware Brands Corp (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Oct 2024 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/307 positions became 305: 3 added (0.04% of the fund), 5 dropped (0.13%). Turnover proxy 4.7%. Largest increases: Booking Holdings Inc 2.37% to 2.68%; Chipotle Mexican Grill Inc 1.39% to 1.68%; TJX Cos Inc/The 2.13% to 2.3%; MercadoLibre Inc 1.18% to 1.34%; General Motors Co 1.07% to 1.22%; Royal Caribbean Cruises Ltd 0.57% to 0.72%. Largest decreases: Tesla Inc 10.68% to 9.82%; Amazon.com Inc 24.44% to 23.72%; Home Depot Inc/The 7.1% to 6.51%; McDonald's Corp 3.97% to 3.66%; Lululemon Athletica Inc 1.02% to 0.71%; Starbucks Corp 2.03% to 1.78%. New: N/A (0.03%), Canoo Inc (0.01%), Faraday Future Intelligent Electric Inc (0%). Gone: MDC Holdings Inc (0.09%), Atmus Filtration Technologies Inc (0.02%), Fisker Inc (0.01%), Canoo Inc (0%), Faraday Future Intelligent Electric Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jul 2024 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/310 positions became 307: 4 added (0.11% of the fund), 7 dropped (0.15%). Turnover proxy 5.6%. Largest increases: Amazon.com Inc 23.79% to 24.44%; Home Depot Inc/The 6.5% to 7.1%; Lowe's Cos Inc 2.45% to 2.65%; Airbnb Inc 1.08% to 1.26%; General Motors Co 0.91% to 1.07%; Chipotle Mexican Grill Inc 1.26% to 1.39%. Largest decreases: Tesla Inc 14.1% to 10.68%; NIKE Inc 2.81% to 2.38%; Starbucks Corp 2.36% to 2.03%; McDonald's Corp 4.25% to 3.97%; MercadoLibre Inc 1.32% to 1.18%; Rivian Automotive Inc 0.23% to 0.15%. New: Cava Group Inc (0.05%), Garrett Motion Inc (0.04%), Atmus Filtration Technologies Inc (0.02%), Worthington Enterprises Inc (0%). Gone: N/A (0.05%), Rover Group Inc (0.04%), Chico's FAS Inc (0.04%), Sportsman's Warehouse Holdings Inc (0.01%), Conn's Inc (0%), PLBY Group Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Apr 2024 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/310 positions became 310: 4 added (0.01% of the fund), 4 dropped (0.02%). Turnover proxy 3.5%. Largest increases: McDonald's Corp 3.92% to 4.25%; NIKE Inc 2.57% to 2.81%; MercadoLibre Inc 1.11% to 1.32%; Chipotle Mexican Grill Inc 1.09% to 1.26%; Lululemon Athletica Inc 0.91% to 1.08%; Hilton Worldwide Holdings Inc 0.81% to 0.93%. Largest decreases: Tesla Inc 14.85% to 14.1%; Lowe's Cos Inc 2.81% to 2.45%; Amazon.com Inc 23.97% to 23.79%; Ford Motor Co 0.98% to 0.84%; Home Depot Inc/The 6.63% to 6.5%; TJX Cos Inc/The 2.18% to 2.1%. New: Vacasa Inc (0%), Sonder Holdings Inc (0%), Beachbody Co Inc/The (0%), Groupon Inc (0%). Gone: Sonder Holdings Inc (0.01%), Vacasa Inc (0.01%), Beachbody Co Inc/The (0%), F45 Training Holdings Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jan 2024 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/308 positions became 310: 11 added (0.24% of the fund), 9 dropped (3.1%). Turnover proxy 7%. Largest increases: Tesla Inc 12.34% to 14.85%; Rivian Automotive Inc 0.11% to 0.31%; Booking Holdings Inc 2.19% to 2.4%; Airbnb Inc 0.94% to 1.12%; TJX Cos Inc/The 2.01% to 2.18%; Home Depot Inc/The 6.51% to 6.63%. Largest decreases: Amazon.com Inc 24.96% to 23.97%; McDonald's Corp 4.71% to 3.92%; NIKE Inc 2.99% to 2.57%; Starbucks Corp 2.53% to 2.29%; Chipotle Mexican Grill Inc 1.3% to 1.09%; Ford Motor Co 1.07% to 0.98%. New: Modine Manufacturing Co (0.07%), Sabre Corp (0.04%), Phinia Inc (0.03%), Udemy Inc (0.02%), Arhaus Inc (0.02%), Chico's FAS Inc (0.02%). Gone: Target Corp (1.36%), Dollar General Corp (1.02%), Dollar Tree Inc (0.67%), Franchise Group Inc (0.02%), Ruth's Hospitality Group Inc (0.02%), Xometry Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Oct 2023 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/310 positions became 308: 3 added (0.16% of the fund), 5 dropped (0.03%). Turnover proxy 6.6%. Largest increases: Amazon.com Inc 19.93% to 24.96%; Chipotle Mexican Grill Inc 0.96% to 1.3%; McDonald's Corp 4.48% to 4.71%; DR Horton Inc 0.7% to 0.79%; O'Reilly Automotive Inc 1.21% to 1.27%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.09% to 0.14%. Largest decreases: Home Depot Inc/The 7% to 6.51%; NIKE Inc 3.46% to 2.99%; Target Corp 1.79% to 1.36%; Tesla Inc 12.64% to 12.34%; Lowe's Cos Inc 2.95% to 2.74%; General Motors Co 1.24% to 1.04%. New: Valvoline Inc (0.15%), ContextLogic Inc (0%), Lordstown Motors Corp (0%). Gone: Vivint Smart Home Inc (0.01%), N/A (0.01%), ContextLogic Inc (0.01%), Lordstown Motors Corp (0%), Bed Bath & Beyond Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Jul 2023 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/310 positions became 310: 7 added (0.05% of the fund), 7 dropped (0.03%). Turnover proxy 5.4%. Largest increases: Amazon.com Inc 17.73% to 19.93%; Tesla Inc 11.65% to 12.64%; Booking Holdings Inc 1.94% to 2.31%; NIKE Inc 3.19% to 3.46%; MercadoLibre Inc 0.84% to 1.1%; Airbnb Inc 0.87% to 1.08%. Largest decreases: Home Depot Inc/The 7.7% to 7%; Lowe's Cos Inc 3.25% to 2.95%; Dollar General Corp 1.36% to 1.13%; Lululemon Athletica Inc 1.04% to 0.83%; Ford Motor Co 1.26% to 1.1%; McDonald's Corp 4.62% to 4.48%. New: RCI Hospitality Holdings Inc (0.02%), Target Hospitality Corp (0.01%), Sweetgreen Inc (0.01%), OneWater Marine Inc (0.01%), Vacasa Inc (0%), Holley Inc (0%). Gone: Quotient Technology Inc (0.01%), Liquidity Services Inc (0.01%), Poshmark Inc (0.01%), Vivid Seats Inc (0%), Porch Group Inc (0%), RealReal Inc/The (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Apr 2023 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/314 positions became 310: 0 added (0% of the fund), 4 dropped (0.18%). Turnover proxy 11.2%. Largest increases: Home Depot Inc/The 6.57% to 7.7%; Starbucks Corp 2.12% to 2.69%; TJX Cos Inc/The 1.63% to 2.19%; McDonald's Corp 4.1% to 4.62%; Lowe's Cos Inc 2.84% to 3.25%; NVR Inc 0% to 0.33%. Largest decreases: Amazon.com Inc 24.55% to 17.73%; Tesla Inc 15.22% to 11.65%; Ford Motor Co 1.32% to 1.26%; CarMax Inc 0.32% to 0.26%; VF Corp 0.31% to 0.26%; Carvana Co 0.06% to 0.02%. Gone: Terminix Global Holdings Inc (0.13%), Tenneco Inc (0.05%), PowerSchool Holdings Inc (0%), Shutterstock Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Jan 2023 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/301 positions became 314: 26 added (0.08% of the fund), 13 dropped (0.11%). Turnover proxy 7%. Largest increases: Amazon.com Inc 19.62% to 24.55%; Tesla Inc 13.99% to 15.22%; Ford Motor Co 1.2% to 1.32%; Chipotle Mexican Grill Inc 0.86% to 0.97%; Starbucks Corp 2.04% to 2.12%; Etsy Inc 0.24% to 0.31%. Largest decreases: NIKE Inc 3.34% to 2.97%; Booking Holdings Inc 2.04% to 1.68%; Home Depot Inc/The 6.93% to 6.57%; Dollar Tree Inc 0.84% to 0.68%; Marriott International Inc/MD 1.08% to 0.94%; eBay Inc 0.7% to 0.58%. New: Kura Sushi USA Inc (0.01%), N/A (0.01%), Portillo's Inc (0%), PowerSchool Holdings Inc (0%), Dutch Bros Inc (0%), Liquidity Services Inc (0%). Gone: Modine Manufacturing Co (0.03%), Universal Electronics Inc (0.02%), LL Flooring Holdings Inc (0.02%), El Pollo Loco Holdings Inc (0.02%), Vuzix Corp (0%), Purple Innovation Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Oct 2022 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/304 positions became 301: 3 added (0.06% of the fund), 6 dropped (0.21%). Turnover proxy 6%. Largest increases: Tesla Inc 13.14% to 13.99%; McDonald's Corp 3.52% to 4.15%; Home Depot Inc/The 6.31% to 6.93%; Airbnb Inc 0.15% to 0.69%; Booking Holdings Inc 1.74% to 2.04%; Dollar General Corp 0.92% to 1.17%. Largest decreases: Amazon.com Inc 22.42% to 19.62%; MercadoLibre Inc 0.99% to 0.7%; Target Corp 1.91% to 1.72%; Ford Motor Co 1.36% to 1.2%; Etsy Inc 0.39% to 0.24%; Carvana Co 0.2% to 0.06%. New: Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.04%), DraftKings Inc (0.02%), ADT Inc (0%). Gone: Houghton Mifflin Harcourt Co (0.1%), Veoneer Inc (0.1%), Golden Nugget Online Gaming Inc (0%), Hayward Holdings Inc (0%), DraftKings Inc (0%), Media General Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Aug 2022 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/296 positions became 304: 18 added (0.21% of the fund), 10 dropped (0.45%). Turnover proxy 5.2%. Largest increases: McDonald's Corp 3.06% to 3.52%; Booking Holdings Inc 1.46% to 1.74%; Marriott International Inc/MD 0.71% to 0.94%; Hilton Worldwide Holdings Inc 0.66% to 0.83%; Amazon.com Inc 22.25% to 22.42%; Expedia Group Inc 0.39% to 0.55%. Largest decreases: Tesla Inc 14.61% to 13.14%; Home Depot Inc/The 7.11% to 6.31%; NIKE Inc 3.57% to 3.31%; Etsy Inc 0.6% to 0.39%; Lululemon Athletica Inc 0.97% to 0.78%; Target Corp 2.03% to 1.91%. New: Airbnb Inc (0.15%), Dream Finders Homes Inc (0.01%), Mister Car Wash Inc (0%), Xometry Inc (0%), Petco Health & Wellness Co Inc (0%), Latham Group Inc (0%). Gone: NVR Inc (0.33%), MasterCraft Boat Holdings Inc (0.03%), Cooper-Standard Holdings Inc (0.02%), Duluth Holdings Inc (0.02%), Unifi Inc (0.02%), American Public Education Inc (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Apr 2022 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/296 positions became 296: 3 added (0.03% of the fund), 3 dropped (0.14%). Turnover proxy 6.8%. Largest increases: Tesla Inc 9.95% to 14.61%; Home Depot Inc/The 6.32% to 7.11%; Ford Motor Co 0.95% to 1.29%; Lowe's Cos Inc 2.73% to 2.91%; Dollar Tree Inc 0.4% to 0.55%; General Motors Co 1.16% to 1.28%. Largest decreases: MercadoLibre Inc 1.53% to 0.91%; Starbucks Corp 2.5% to 2.17%; Booking Holdings Inc 1.72% to 1.46%; Amazon.com Inc 22.51% to 22.25%; Target Corp 2.26% to 2.03%; Peloton Interactive Inc 0.38% to 0.17%. New: Rivian Automotive Inc (0.02%), Olaplex Holdings Inc (0%), N/A (0%). Gone: Stamps.com Inc (0.13%), Blink Charging Co (0%), PubMatic Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 31 Jan 2022 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/315 positions became 296: 3 added (0.47% of the fund), 22 dropped (1.06%). Turnover proxy 5%. Largest increases: Tesla Inc 8.84% to 9.95%; Amazon.com Inc 21.87% to 22.51%; NIKE Inc 3.21% to 3.7%; MercadoLibre Inc 1.16% to 1.53%; Chipotle Mexican Grill Inc 0.7% to 0.93%; eBay Inc 0.82% to 0.99%. Largest decreases: General Motors Co 1.47% to 1.16%; Ford Motor Co 1.11% to 0.95%; Home Depot Inc/The 6.47% to 6.32%; Booking Holdings Inc 1.85% to 1.72%; Expedia Group Inc 0.48% to 0.38%; Las Vegas Sands Corp 0.4% to 0.29%. New: Bath & Body Works Inc (0.35%), Victoria's Secret & Co (0.12%), Media General Inc (0%). Gone: L Brands Inc (0.34%), Grubhub Inc (0.12%), Extended Stay America Inc (0.09%), Cooper Tire & Rubber Co (0.08%), At Home Group Inc (0.07%), Core-Mark Holding Co Inc (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Oct 2021 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/301 positions became 315: 21 added (0.08% of the fund), 7 dropped (0.46%). Turnover proxy 5.5%. Largest increases: Amazon.com Inc 19.97% to 21.87%; Home Depot Inc/The 5.63% to 6.47%; Target Corp 1.89% to 2.17%; Lowe's Cos Inc 2.46% to 2.73%; McDonald's Corp 3.12% to 3.29%; Ford Motor Co 0.96% to 1.11%. Largest decreases: Tesla Inc 9.76% to 8.84%; MercadoLibre Inc 1.51% to 1.16%; NIKE Inc 3.4% to 3.21%; Etsy Inc 0.58% to 0.4%; Penn National Gaming Inc 0.41% to 0.26%; Booking Holdings Inc 1.96% to 1.85%. New: Aterian Inc (0%), Fisker Inc (0%), Lordstown Motors Corp (0%), Vuzix Corp (0%), Blink Charging Co (0%), Porch Group Inc (0%). Gone: Vanguard Cmt Funds-Vanguard Market Liquidity Fund (0.3%), Michaels Cos Inc/The (0.07%), N/A (0.06%), Airbnb Inc (0.02%), Magnite Inc (0.01%), DoorDash Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 Jul 2021 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/292 positions became 301: 15 added (0.25% of the fund), 6 dropped (0.87%). Turnover proxy 5.4%. Largest increases: Tesla Inc 8.8% to 9.76%; GameStop Corp 0.07% to 0.37%; Ford Motor Co 0.8% to 0.96%; Penn National Gaming Inc 0.27% to 0.41%; Aptiv PLC 0.73% to 0.85%; Etsy Inc 0.46% to 0.58%. Largest decreases: Home Depot Inc/The 6.51% to 5.63%; Amazon.com Inc 20.73% to 19.97%; McDonald's Corp 3.54% to 3.12%; Dollar General Corp 1.24% to 0.98%; NIKE Inc 3.66% to 3.4%; Lululemon Athletica Inc 1.02% to 0.8%. New: Travel + Leisure Co (0.14%), Stride Inc (0.04%), Airbnb Inc (0.02%), Aaron's Co Inc/The (0.02%), Magnite Inc (0.01%), DoorDash Inc (0%). Gone: Tiffany & Co (0.34%), Dunkin' Brands Group Inc (0.23%), Aaron's Holdings Co Inc (0.13%), Wyndham Destinations Inc (0.12%), K12 Inc (0.04%), Express Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Apr 2021 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/294 positions became 292: 5 added (0.39% of the fund), 7 dropped (0.44%). Turnover proxy 7.9%. Largest increases: Tesla Inc 6.91% to 8.8%; Peloton Interactive Inc 0.12% to 0.53%; NIKE Inc 3.3% to 3.66%; General Motors Co 0.91% to 1.25%; MercadoLibre Inc 1.25% to 1.54%; Target Corp 1.83% to 1.99%. Largest decreases: Amazon.com Inc 23.26% to 20.73%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 1.24% to 0.28%; Home Depot Inc/The 7.38% to 6.51%; Lowe's Cos Inc 3.08% to 2.58%; McDonald's Corp 3.82% to 3.54%; N/A 0.47% to 0.21%. New: Terminix Global Holdings Inc (0.18%), Aaron's Holdings Co Inc (0.13%), Bally's Corp (0.06%), Bluegreen Vacations Holding Corp (0.01%), Patrick Industries Inc (0%). Gone: ServiceMaster Global Holdings Inc (0.16%), Aaron's Inc (0.13%), Delphi Technologies PLC (0.07%), Twin River Worldwide Holdings Inc (0.04%), Garrett Motion Inc (0.02%), BBX Capital Corp (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 Jan 2021 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/296 positions became 294: 7 added (0.48% of the fund), 9 dropped (0.42%). Turnover proxy 10.6%. Largest increases: Tesla Inc 2.74% to 6.91%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.74% to 1.24%; N/A 0.09% to 0.47%; Carvana Co 0.2% to 0.38%; Overstock.com Inc 0.04% to 0.2%; Wayfair Inc 0.36% to 0.49%. Largest decreases: Amazon.com Inc 27.12% to 23.26%; Home Depot Inc/The 8.38% to 7.38%; McDonald's Corp 4.35% to 3.82%; NIKE Inc 3.79% to 3.3%; Starbucks Corp 2.9% to 2.41%; TJX Cos Inc/The 1.97% to 1.57%. New: Caesars Entertainment Inc (0.23%), Smith & Wesson Brands Inc (0.07%), ODP Corp/The (0.06%), Groupon Inc (0.05%), Accel Entertainment Inc (0.05%), BBX Capital Corp (0.02%). Gone: Caesars Entertainment Corp (0.2%), Eldorado Resorts Inc (0.08%), Office Depot Inc (0.05%), American Outdoor Brands Corp (0.03%), Groupon Inc (0.02%), Culp Inc (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 29 Oct 2020 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/297 positions became 296: 1 added (0.09% of the fund), 2 dropped (0.03%). Turnover proxy 7.3%. Largest increases: Amazon.com Inc 24.9% to 27.12%; Tesla Inc 2.27% to 2.74%; Home Depot Inc/The 7.92% to 8.38%; Lowe's Cos Inc 2.8% to 3.18%; MercadoLibre Inc 0.88% to 1.19%; Dollar General Corp 1.29% to 1.53%. Largest decreases: McDonald's Corp 4.88% to 4.35%; TJX Cos Inc/The 2.4% to 1.97%; Marriott International Inc/MD 1.16% to 0.77%; General Motors Co 1.28% to 1.03%; Booking Holdings Inc 2.43% to 2.18%; Starbucks Corp 3.14% to 2.9%. New: N/A (0.09%). Gone: Habit Restaurants Inc. (0.02%), JC Penney Co. Inc. (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 30 Jul 2020 12:00:00 GMThttps://themulden.com/funds/vcr/https://themulden.com/funds/vcr/299 positions became 297: 1 added (0.04% of the fund), 3 dropped (0.07%). Turnover proxy 5%. Largest increases: Amazon.com Inc. 22.85% to 24.9%; Tesla Inc. 1.07% to 2.27%; Vanguard Cmt Funds-Vanguard Market Liquidity Fund 0.25% to 0.65%; Home Depot Inc. 7.69% to 7.92%; McDonald's Corp. 4.7% to 4.88%; MercadoLibre Inc. 0.8% to 0.88%. Largest decreases: Target Corp. 2.04% to 1.75%; Ford Motor Co. 1.12% to 0.9%; Royal Caribbean Cruises Ltd. 0.68% to 0.47%; Booking Holdings Inc. 2.62% to 2.43%; General Motors Co. 1.45% to 1.28%; Lowe's Cos. Inc. 2.96% to 2.8%. New: Perdoceo Education Corp. (0.04%). Gone: Career Education Corp. (0.04%), William Lyon Homes (0.03%), Ascena Retail Group Inc. (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Apr 2020 12:00:00 GMT