Holdings
72
Well diversified
Top 10 weight
31%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
26Sectors
1Large positions
14.8%Top: Banks
3.6%Cash
Market-cap allocation
Large cap39%
Mid cap16%
Small cap37%
Asset allocation
Equity96%
Cash4%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 96% equity, 4% cash.
- 72 disclosed positions across 26 classified equity sectors.
- Largest equity sector is Banks at 14.8% of the portfolio.
- Top 10 positions account for 31%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 37%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
14.8%
10.0%
8.0%
7.5%
6.7%
5.9%
5.5%
5.3%
4.7%
3.4%
2.9%
2.8%
2.8%
2.7%
Other 12 sectors13.4%
2.6%
1.9%
1.8%
1.5%
1.4%
1.0%
0.9%
0.6%
0.5%
0.5%
0.4%
0.4%