Holdings
31
Concentrated
Top 10 weight
50%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation
Portfolio
21Sectors
2Large positions
17.3%Top: Banks
3.5%Cash
Market-cap allocation
Large cap49%
Mid cap26%
Small cap13%
Asset allocation
Equity97%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 97% equity, 3% cash.
- 31 disclosed positions across 21 classified equity sectors.
- Largest equity sector is Banks at 17.3% 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.
17.3%
9.0%
7.8%
6.0%
5.6%
5.1%
5.0%
4.8%
4.7%
4.2%
4.2%
4.2%
3.2%
3.1%
Other 7 sectors12.5%
2.4%
2.4%
2.0%
1.8%
1.6%
1.3%
1.0%