Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
ARES Ares Management Corporation | Financial Services | 32.03% |
APO Apollo Global Management, Inc. | Financial Services | 27.68% |
RACE Ferrari N.V. | Consumer Cyclical | 10.25% |
ACN Accenture plc | Technology | 9.23% |
AAPL Apple Inc | Technology | 6.28% |
0700.HK Tencent Holdings Ltd | Communication Services | 3.24% |
HUBS HubSpot, Inc. | Technology | 3.10% |
JPM JPMorgan Chase & Co. | Financial Services | 3.02% |
PETRY | 2.59% | |
ZGN Ermenegildo Zegna N.V. | Consumer Cyclical | 2.58% |
Ticker
Every 3 months
Portfolio Optimizer
Find the right asset allocation for Finance Heavy No Crypto
Add portfolio to the optimizer to find optimal allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio OptimizerWe cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: PETRY.