Index Performance
-16.28%
current portfolio
+2.43%
VTV
-9.37%
VUG
-0.28%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of March 20, 2025
CSV download
| Comfort Systems USA, Inc. (FIX) | 36.77% | $12.52B | 34.97% | 20.22% | 2.12 |
| Progressive Corp. (PGR) | 36.64% | $159.95B | 21.36% | N/A | 1.96 |
| e.l.f. Beauty, Inc. (ELF) | 13.53% | $3.54B | 31.14% | 69.29% | 5.81 |
| Eaton Corp. Plc (ETN) | 13.05% | $115.74B | 7.25% | 38.18% | 5.65 |
Market data by FactSet
