Index Performance
+26.42%
current portfolio
+8.12%
VTV
-5.57%
VUG
+4.30%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of March 4, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 70.03% | $50.31B | 29.52% | 24.13% | 3.58 |
| Progressive Corp. (PGR) | 14.22% | $123.86B | 16.32% | N/A | 1.61 |
| e.l.f. Beauty, Inc. (ELF) | 8.24% | $4.74B | 37.76% | 66.59% | 3.49 |
| Eaton Corp. Plc (ETN) | 7.51% | $137.50B | 10.33% | 37.58% | 4.90 |
Market data by FactSet
