Index Performance
+1.77%
current portfolio
+9.13%
VTV
+0.39%
VUG
+0.60%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of July 24, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 73.30% | $58.93B | 56.47% | 25.76% | 4.72 |
| The Progressive Corp. (PGR) | 12.42% | $121.51B | 7.29% | N/A | 1.49 |
| Eaton Corp. Plc (ETN) | 7.43% | $155.32B | 16.84% | 35.59% | 5.62 |
| e.l.f. Beauty, Inc. (ELF) | 6.85% | $4.34B | 24.59% | 65.87% | 2.58 |
Market data by FactSet
