Neutral
neutralBalanced portfolio blending growth and value with moderate sector concentration and diversified risk exposure.
Performance
Week to Date
+1.05%
Month to Date
+2.87%
Year to Date
+14.30%
1 Year
+19.20%
Allocation
Technology30%
Industrials20%
Healthcare15%
Energy15%
Financials10%
Cash10%
Holdings
| Symbol | Weight |
|---|---|
| MSFT | 8.0% |
| GOOGL | 7.2% |
| UNH | 5.5% |
| GE | 5.0% |
| JPM | 4.8% |
| XOM | 4.5% |
| CAT | 4.2% |
| LLY | 4.0% |
| AMZN | 3.8% |
| V | 3.5% |
Last updated: Apr 18, 2026, 4:00 PM EDT