Index Performance
+16.93%
current portfolio
+3.33%
VTV
+14.49%
VUG
+2.07%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of May 22, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 76.72% | $60.76B | 56.47% | 25.76% | 4.72 |
| Progressive Corp. (PGR) | 11.50% | $117.51B | 8.71% | N/A | 1.39 |
| Eaton Corp. Plc (ETN) | 7.12% | $164.47B | 10.33% | 37.58% | 4.90 |
| e.l.f. Beauty, Inc. (ELF) | 4.65% | $3.91B | 37.76% | 66.59% | 3.49 |
Market data by FactSet
