None this window โ no structural change.
None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Weight | ฮ Wt |
|---|---|---|---|
| 1 | ABBV | 14.105% | โ |
| 2 | CL | 7.454% | โ |
| 3 | EL | 5.834% | โ |
| 4 | IFF | 5.460% | โ |
| 5 | ULTA | 5.167% | -0.066% |
| 6 | ELF | 5.128% | โ |
| 7 | KVUE | 4.673% | โ |
| 8 | HIMS | 4.191% | -0.001% |
| 9 | ATR | 4.084% | โ |
| 10 | EOLS | 4.010% | -0.002% |
| 11 | ALGN | 3.700% | โ |
| 12 | IPAR | 3.415% | โ |
| 13 | ESTA | 3.075% | โ |
| 14 | BBWI | 3.025% | โ |
| 15 | COTY | 2.919% | โ |
| 16 | SBH | 2.876% | โ |
| 17 | EPC | 2.853% | โ |
| 18 | HNST | 2.826% | โ |
| 19 | ODD | 2.606% | -0.001% |
| 20 | INMD | 2.422% | โ |