Holdings
54
Well diversified
Top 10 weight
51%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
18Sectors
4Large positions
17.5%Top: Electrical Equipment
4.4%Cash
Market-cap allocation
Large cap55%
Mid cap11%
Small cap30%
Asset allocation
Equity96%
Cash4%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 96% equity, 4% cash.
- 54 disclosed positions across 18 classified equity sectors.
- Largest equity sector is Electrical Equipment at 17.5% 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.
17.5%
14.1%
11.9%
10.0%
9.0%
5.9%
5.4%
4.7%
4.3%
3.6%
2.0%
1.7%
1.7%
1.4%
Other 4 sectors2.4%
0.9%
0.5%
0.5%
0.5%