Style
Aggressive GrowthTurnover
Orientation
—Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 31.2% | 0% | -31.2% |
| Industrials | 21.7% | 0% | -21.7% |
| Financial Services | 10.84% | 0% | -10.84% |
| Unclassified | 10.43% | 0% | -10.43% |
| Healthcare | 9.08% | 0% | -9.08% |
| Consumer Cyclical | 7.34% | 0% | -7.34% |
| Communication Services | 5.76% | 0% | -5.76% |
| Real Estate | 2.8% | 0% | -2.8% |
| Basic Materials | 0.85% | 0% | -0.85% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 37.86% | 0% | -37.86% |
| Mega Cap | 32.78% | 0% | -32.78% |
| Mid Cap | 17.79% | 0% | -17.79% |
| Small Cap | 1.15% | 0% | -1.15% |
| Unclassified | 10.43% | 0% | -10.43% |
Quarter-over-quarter position changes