Composition
Weight by sector
Financial Services
38.95%
Industrials
12.45%
Healthcare
10.99%
Consumer Cyclical
9.66%
Basic Materials
8.51%
Energy
5.87%
Communication Services
5.74%
Realestate
3.78%
Utilities
1.71%
Consumer Defensive
1.28%
Technology
1.07%
Asset allocation
Stocks
79.55%
Cash
20.45%
Top 10 holdings (39.32% 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.