Holdings
77
Well diversified
Top 10 weight
36%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation
Portfolio
28Sectors
0Large positions
17.5%Top: Electrical Equipment
3.0%Cash
Market-cap allocation
Large cap4%
Mid cap70%
Small cap21%
Asset allocation
Equity97%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 97% equity, 3% cash.
- 77 disclosed positions across 28 classified equity sectors.
- Largest equity sector is Electrical Equipment at 17.5% 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.
17.5%
11.2%
9.8%
9.6%
7.4%
6.3%
5.0%
3.7%
3.5%
3.3%
2.9%
2.9%
2.2%
2.2%
Other 14 sectors9.5%
2.0%
1.6%
1.5%
1.1%
1.1%
0.8%
0.6%
0.5%
0.1%
0.1%
0.0%
0.0%
0.0%
0.0%