Index Performance
+28.22%
current portfolio
+10.65%
VTV
+16.10%
VUG
+5.48%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of June 18, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 76.65% | $69.26B | 56.47% | 25.76% | 4.72 |
| Progressive Corp. (PGR) | 10.96% | $119.71B | 8.71% | N/A | 1.39 |
| Eaton Corp. Plc (ETN) | 7.15% | $163.77B | 16.84% | 35.59% | 5.62 |
| e.l.f. Beauty, Inc. (ELF) | 5.24% | $3.82B | 24.59% | 65.87% | 2.58 |
Market data by FactSet
