Composition
Weight by sector
Technology
24.29%
Financial Services
20.15%
Industrials
19.01%
Consumer Cyclical
8.38%
Healthcare
7.13%
Communication Services
5.35%
Utilities
3.61%
Consumer Defensive
3.32%
Energy
3.09%
Basic Materials
3.03%
Realestate
2.65%
Asset allocation
Bonds
69.52%
Stocks
28.02%
Cash
1.70%
Top 10 holdings (29.43% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.