Holdings
78
Well diversified
Top 10 weight
29%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation
Portfolio
30Sectors
0Large positions
15.9%Top: Banks
2.4%Cash
Market-cap allocation
Large cap48%
Mid cap19%
Small cap31%
Asset allocation
Equity98%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 98% equity, 2% cash.
- 78 disclosed positions across 30 classified equity sectors.
- Largest equity sector is Banks at 15.9% of the portfolio.
- Top 10 positions account for 29%, indicating relatively distributed position weights.
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.
15.9%
10.8%
6.8%
6.5%
6.0%
4.4%
4.4%
3.6%
3.3%
3.1%
3.0%
2.7%
2.7%
2.2%
Other 16 sectors22.2%
2.2%
2.2%
2.1%
2.1%
2.1%
2.1%
1.4%
1.3%
1.1%
1.1%
1.0%
0.9%
0.7%
0.7%
0.6%
0.5%