Index Performance
+7.27%
current portfolio
+3.95%
VTV
+8.15%
VUG
+3.17%
HFND
Overview
Description
current portfolio model
- Inception Date02/01/2024
- WeightingCustom
- # of holdings4
What's inside?
Holdings
All holdings as of December 4, 2025
CSV download
| Comfort Systems USA, Inc. (FIX) | 62.18% | $35.44B | 35.24% | 24.19% | 3.45 |
| Progressive Corp. (PGR) | 18.15% | $133.16B | 14.15% | N/A | 1.79 |
| e.l.f. Beauty, Inc. (ELF) | 10.59% | $4.87B | 14.24% | 64.13% | 6.22 |
| Eaton Corp. Plc (ETN) | 9.08% | $131.64B | 10.13% | 38.28% | 5.88 |
Market data by FactSet
