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)

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<1000 Diversified | 1000-2500 Moderate | >2500 Concentrated

Cross-Variant Overlap

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Factor Exposure

Estimated exposures based on portfolio holdings

Market Beta

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Avg Market Cap Decile

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Value/Growth Tilt

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12-Month Momentum

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Sector Rotation Timeline

Historical sector weight changes over time

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