| Amount | Holding |
|---|---|
| 14.56% | Polen Growth Institutional |
| 11.96% | Calvert Equity I |
| 10.99% | Brown Advisory Sustainable Growth I |
| 10.92% | Merger Institutional |
| 9.79% | Fidelity® Convertible Securities |
| 8.33% | Invesco Summit Y |
| 5.91% | Akre Focus Instl |
| 4.94% | Touchstone Mid Cap Growth Inst |
| 4.66% | Infinity Q Diversified Alpha Instl |
| 4.50% | Fidelity® Blue Chip Growth |
| 3.60% | iShares Core Moderate Allocation ETF |
| 2.99% | Transamerica US Growth I |
| 2.97% | Transamerica Capital Growth I |
| 1.89% | Salient Tactical Growth Inst |
| 1.74% | Amplify BlackSwan Gr & Trsry Cor ETF |
Expense Ratio Rating
3 /10
Expense Rating
0 /10
Market Score
3 /10
Category Score
8 /10
Market Size
3 /10