Holdings
80
Well diversified
Top 10 weight
36%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
27Sectors
1Large positions
18.7%Top: Banks
4.4%Cash
Market-cap allocation
Large cap35%
Mid cap42%
Small cap18%
Asset allocation
Equity96%
Cash4%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 96% equity, 4% cash.
- 80 disclosed positions across 27 classified equity sectors.
- Largest equity sector is Banks at 18.7% of the portfolio.
- Top 10 positions account for 36%, 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.
18.7%
15.0%
10.5%
7.9%
6.2%
6.0%
5.4%
3.9%
3.8%
2.9%
2.7%
2.6%
1.6%
1.4%
Other 13 sectors7.0%
1.4%
1.1%
1.0%
0.9%
0.9%
0.8%
0.4%
0.2%
0.2%
0.1%
0.1%
0.0%
0.0%