Index Performance
+22.72%
current portfolio
+2.40%
VTV
-9.37%
VUG
+1.88%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of April 7, 2026
CSV download
| Comfort Systems USA, Inc. (FIX) | 71.84% | $50.12B | 29.52% | 24.13% | 3.58 |
| Progressive Corp. (PGR) | 13.63% | $115.34B | 16.32% | N/A | 1.61 |
| Eaton Corp. Plc (ETN) | 8.07% | $143.11B | 10.33% | 37.58% | 4.90 |
| e.l.f. Beauty, Inc. (ELF) | 6.46% | $3.61B | 37.76% | 66.59% | 3.49 |
Market data by FactSet
