Index Performance
+15.37%
current portfolio
+3.00%
VTV
+16.43%
VUG
+2.20%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of May 29, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 76.78% | $60.76B | 56.47% | 25.76% | 4.72 |
| Progressive Corp. (PGR) | 10.98% | $117.51B | 8.71% | N/A | 1.39 |
| Eaton Corp. Plc (ETN) | 7.32% | $164.47B | 10.33% | 37.58% | 4.90 |
| e.l.f. Beauty, Inc. (ELF) | 4.93% | $3.91B | 37.76% | 66.59% | 3.49 |
Market data by FactSet
