Holdings
108
Well diversified
Top 10 weight
20%
Concentration
Strategy data
N/A
Not reported
Equity
98%
Asset allocation
Portfolio
31Sectors
0Large positions
14.1%Top: Industrial Products
1.6%Cash
Market-cap allocation
Large cap2%
Mid cap24%
Small cap71%
Asset allocation
Equity98%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 98% equity, 2% cash.
- 108 disclosed positions across 31 classified equity sectors.
- Largest equity sector is Industrial Products at 14.1% of the portfolio.
- Top 10 positions account for 20%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 71%, which may increase volatility and liquidity risk.
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.
14.1%
8.9%
8.2%
7.5%
7.4%
6.4%
5.4%
5.2%
4.5%
4.1%
3.3%
2.8%
2.3%
1.8%
Other 17 sectors16.6%
1.7%
1.7%
1.6%
1.6%
1.5%
1.4%
1.3%
1.2%
1.1%
0.8%
0.6%
0.5%
0.5%
0.4%
0.3%
0.2%
0.1%