Top holdings include Tesla (TSLA) at an 8.56% weighting in the fund as of the end of October, along with Bill.com Holdings Inc (BILL) at a 7.02% weight, and Amazon.com (AMZN) at a 6.4% weight. Economic recovery is continuing in the midst of historic inflation, with the average U.S. household's spending increasing 1.3% and helping to spur further growth, reports the Wall Street Journal. Several of the major big box retailers have indicated that they have sufficient inventory levels to account for holiday traffic and are confident in their performance heading into the fourth quarter.