Holdings
54
Well diversified
Top 10 weight
38%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation
Portfolio
28Sectors
2Large positions
23.6%Top: Banks
1.1%Cash
Market-cap allocation
Large cap43%
Mid cap15%
Small cap35%
Asset allocation
Equity99%
Cash1%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 99% equity, 1% cash.
- 54 disclosed positions across 28 classified equity sectors.
- Largest equity sector is Banks at 23.6% of the portfolio.
- Top 10 positions account for 38%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 35%, 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.
23.6%
8.9%
6.3%
6.1%
4.9%
4.8%
4.7%
4.6%
4.2%
4.0%
3.7%
2.4%
1.9%
1.9%
Other 14 sectors17.0%
1.8%
1.7%
1.7%
1.7%
1.4%
1.3%
1.3%
1.2%
1.2%
1.1%
1.0%
1.0%
0.8%
0.0%