Holdings
41
Concentrated
Top 10 weight
52%
Concentration
Strategy data
N/A
Not reported
Equity
96%
Asset allocation
Portfolio
20Sectors
4Large positions
27.0%Top: Banks
4.3%Cash
Market-cap allocation
Large cap84%
Mid cap8%
Small cap2%
Asset allocation
Equity96%
Cash4%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 96% equity, 4% cash.
- 41 disclosed positions across 20 classified equity sectors.
- Largest equity sector is Banks at 27.0% of the portfolio.
- Large-cap exposure is 84%.
Watchpoints
- Sector concentration is elevated: Banks represents 27%.
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.
27.0%
8.7%
6.5%
6.4%
5.7%
4.9%
4.6%
4.3%
3.6%
3.6%
3.6%
2.8%
2.8%
2.5%
Other 6 sectors8.8%
2.3%
1.9%
1.8%
1.3%
1.0%
0.5%