Composition
Weight by sector
Financial Services
22.01%
Technology
17.78%
Industrials
12.14%
Healthcare
9.31%
Consumer Cyclical
8.75%
Energy
6.59%
Consumer Defensive
6.42%
Basic Materials
6.23%
Communication Services
5.97%
Utilities
2.78%
Realestate
1.99%
Asset allocation
Bonds
54.75%
Stocks
36.95%
Cash
3.70%
Top 10 holdings (98.98% of total assets)
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/mutual_funds/world/composition
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.