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current portfolio

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Index Performance

-20.41%
current portfolio
-1.23%
VTV
-11.51%
VUG
-3.53%
HFND
Dec 19, 2024Dec 30, 2024Jan 8, 2025Jan 17, 2025Jan 28, 2025Feb 5, 2025Feb 13, 2025Feb 24, 2025Mar 4, 2025Mar 14, 2025-30%-20%-10%0%10%

Overview

Description

current portfolio model

  • Inception Date02/01/2024
  • WeightingCustom
  • # of holdings4
What's inside?
Sectors
  • Finance
    37.57%
  • Industrial Services
    34.89%
  • Consumer Non-Durables
    14.67%
  • Producer Manufacturing
    12.87%

Holdings

All holdings as of March 14, 2025
CSV download
Progressive Corp. (PGR)37.57%$166.30B21.36%N/A1.96
Comfort Systems USA, Inc. (FIX)34.89%$12.13B34.97%20.22%2.12
e.l.f. Beauty, Inc. (ELF)14.67%$3.85B31.14%69.29%5.81
Eaton Corp. Plc (ETN)12.87%$115.10B7.25%38.18%5.65
Market data by FactSet

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