Sector & Factor Exposure
Portfolio concentration, sector allocation, and factor tilts across all 15 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
Estimated exposures based on portfolio holdings
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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