GREAT Performance Leaders Portfolio
Targeted exposure to top-performing companies across sectors based on sustained market performance characteristics
Portfolio Performance vs Major U.S. Indices
Overview of GREAT Performance Leaders Portfolio
Portfolio Asset Allocation as of Jul 17, 2026
Portfolio Asset Allocation
as of Apr 1, 2026
- Equities100.00%
- ETFs0.00%
- Fixed income0.00%
- Cash/Derivative0.00%
- Alternatives0.00%
Portfolio Details
The GREAT Performance Leaders Portfolio provides equity exposure to publicly listed companies demonstrating strong performance trends. Constructed using a rules-based methodology, constituents are selected based on relative performance, offering systematic exposure to leading stocks.
Investment Objective
The portfolio seeks to provide long-term capital appreciation by delivering diversified, passive exposure to publicly listed companies demonstrating strong performance trends within the U.S. equity market, while managing concentration, liquidity, and structural risks inherent to equity investing.
Important Information & Disclosures
This information is provided for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any securities. The portfolio is constructed using a passive, rules-based methodology and does not seek to outperform any benchmark. Investments are subject to market risk, including the possible loss of principal. Past performance, if shown, is not indicative of future results. Regulatory treatment, investor protections, and taxation may vary by jurisdiction. Investors should consider the portfolio’s objectives, methodology, and risks carefully before investing.
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Portfolio Documents
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| Portfolio | 1Y (CAGR) |
|---|---|
| GREAT Broad Market Enhanced Portfolio | 25.57% |
| GREAT Broad Market Growth Portfolio | 4.25% |
| GREAT Performance Efficiency Portfolio | -5.83% |
| GREAT S&P 500 Optimal Allocation Portfolio | 7.49% |
Frequently Asked Questions
The portfolio has exposure to publicly listed companies selected based on strong recent performance trends. It focuses on firms that have demonstrated leadership in returns within the U.S. equity market through a rules-based selection approach.
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