Sector Balanced
Review holdings, factor scores, and portfolio weights for the Sector Balanced model portfolio.
This portfolio detail page is designed to connect one strategy with its underlying stocks, sector mix, and ranked-universe context so you can move from allocation review into ticker analysis without switching workflows.
Portfolio chart is based only on the performance of BOOM, CPSL, AGNCM, NAN, SSSSL.
Latest price date for this portfolio: 2026-05-01
Portfolio performance
Range
| Ticker | Company | Sector | AI | Momentum | Risk | Price | Weight | ||
|---|---|---|---|---|---|---|---|---|---|
| 4 | BOOM | DMC Global Inc. | Energy | XNAS | 4.1 | 96 | 5.0 | $8.41 | 10.65% |
| 6 | CPSL | Catapult Solutions Inc | Industrials | XNAS | 4.5 | 63 | 1.4 | $27.71 | 10.04% |
| 7 | AGNCM | AGNC Investment Corp. | Real Estate | XNAS | 4.3 | 65 | 1.8 | $25.07 | 9.44% |
| 9 | NAN | Nano Labs Ltd Class A | Health Care | XNAS | 4.1 | 58 | 1.9 | $11.56 | 8.80% |
| 10 | SSSSL | SuRo Capital Corp. 6.00% Notes due 2026 | Materials | XNAS | 4.1 | 53 | 1.7 | $25.08 | 8.49% |
5 holdings excluded by AI from the current portfolio
How to use this page
- •Review the holdings table to understand which stocks carry the largest weights in this strategy.
- •Open a ticker page from the holdings list when you want AI trend and factor detail for one position.
- •Use the compare page if you want to benchmark this portfolio against other public strategies.
Method summary
Portfolio detail pages summarize one public strategy using holdings, factor scores, and allocation weights. They are intended to help users understand how AI-ranked stocks are grouped into model portfolios for research workflows.
Data sources
Market/price data: Marketstack. Model outputs + aggregates: AI Stock Platform pipelines. News context: sources listed on the News page.