Index Performance
-13.31%
current portfolio
+1.88%
VTV
+6.19%
VUG
-1.45%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of September 22, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 70.17% | $57.20B | 50.26% | 25.31% | 6.09 |
| The Progressive Corp. (PGR) | 12.27% | $120.25B | 7.29% | N/A | 1.49 |
| e.l.f. Beauty, Inc. (ELF) | 9.23% | $6.03B | 35.52% | 77.76% | 2.84 |
| Eaton Corp. Plc (ETN) | 8.33% | $171.86B | 21.39% | 33.47% | 6.22 |
Market data by FactSet
