Index Performance
-20.41%
current portfolio
-1.23%
VTV
-11.51%
VUG
-3.53%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of March 14, 2025
CSV download
| Progressive Corp. (PGR) | 37.57% | $166.30B | 21.36% | N/A | 1.96 |
| Comfort Systems USA, Inc. (FIX) | 34.89% | $12.13B | 34.97% | 20.22% | 2.12 |
| e.l.f. Beauty, Inc. (ELF) | 14.67% | $3.85B | 31.14% | 69.29% | 5.81 |
| Eaton Corp. Plc (ETN) | 12.87% | $115.10B | 7.25% | 38.18% | 5.65 |
Market data by FactSet
