Index Performance
+31.90%
current portfolio
+3.45%
VTV
+13.49%
VUG
+2.36%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of June 13, 2025
CSV download
| Comfort Systems USA, Inc. (FIX) | 39.69% | $17.38B | 19.15% | 21.23% | 1.58 |
| Progressive Corp. (PGR) | 27.89% | $157.02B | 18.36% | N/A | 2.21 |
| e.l.f. Beauty, Inc. (ELF) | 21.19% | $7.06B | 28.28% | 67.88% | 2.91 |
| Eaton Corp. Plc (ETN) | 11.23% | $126.65B | 7.30% | 38.37% | 4.58 |
Market data by FactSet
