Index Performance
+17.79%
current portfolio
+11.68%
VTV
+15.94%
VUG
+4.36%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of July 7, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 72.09% | $59.26B | 56.47% | 25.76% | 4.72 |
| The Progressive Corp. (PGR) | 13.79% | $136.97B | 8.71% | N/A | 1.39 |
| Eaton Corp. Plc (ETN) | 7.37% | $153.64B | 16.84% | 35.59% | 5.62 |
| e.l.f. Beauty, Inc. (ELF) | 6.76% | $4.48B | 24.59% | 65.87% | 2.58 |
Market data by FactSet
