Sector & Factor Exposure
Portfolio concentration, sector allocation, and factor tilts across all … variants
Use the variant selector to see how each strategy allocates across sectors. Blue bars show where you're overweight vs the S&P 500, helping spot concentration risks. New here? Start with the Getting Started Guide or check the Glossary for unfamiliar terms.
Sector Allocation
Portfolio weight vs. S&P 500 benchmark. Blue indicates overweight, gray indicates underweight.
| Sector | Portfolio % | Benchmark % | Active Weight |
|---|
Top 10 Holdings
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Concentration Risk
Herfindahl-Hirschman Index (HHI)
<1000 Diversified | 1000-2500 Moderate | >2500 Concentrated
Cross-Variant Overlap
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Factor Exposure
Factor exposures for the selected book — see the note below for their current status.
Market Beta
Avg Market Cap Decile
Value/Growth Tilt
12-Month Momentum
Sector Rotation Timeline
Historical sector weight changes over time
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