Holdings
51
Well diversified
Top 10 weight
41%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation
Portfolio
19Sectors
2Large positions
18.9%Top: Consumer Durables
2.9%Cash
Market-cap allocation
Large cap41%
Mid cap23%
Small cap30%
Asset allocation
Equity97%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 97% equity, 3% cash.
- 51 disclosed positions across 19 classified equity sectors.
- Largest equity sector is Consumer Durables at 18.9% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
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.
18.9%
14.4%
13.8%
10.2%
5.8%
5.2%
5.0%
4.6%
3.9%
3.5%
2.5%
2.0%
1.7%
1.5%
Other 5 sectors4.1%
1.1%
1.0%
0.9%
0.7%
0.5%