Composition
Weight by sector
Technology
24.34%
Financial Services
20.34%
Industrials
13.61%
Consumer Cyclical
11.82%
Communication Services
6.81%
Healthcare
6.66%
Consumer Defensive
4.68%
Realestate
3.69%
Basic Materials
2.80%
Utilities
2.66%
Energy
2.60%
Asset allocation
Stocks
29.52%
Bonds
25.85%
Cash
1.86%
Top 10 holdings (13.16% of total assets)
Access
/mutual_funds/world/composition
data via our API — starting from the
Ultra plan.