Concentration — Side by Side
Equity Ascent Index
Top 10 concentration
3
Microsoft Corp.MSFT
3.16%
7
Micron TechnologyMU
2.43%
9
Advanced Micro DevicesAMD
1.91%
Top 10 Total29.92%
S&P 500
Top 10 concentration
3
Microsoft Corp.MSFT
5.02%
9
Micron TechnologyMU
1.83%
Top 10 Total39.19%
The Equity Ascent Index's innovative Three-Sleeve construction produces a Top 10 concentration of 29.92% — meaningfully lower than the S&P 500's 39.19%, reducing single-stock dependence at the top of the portfolio.
Market Cap reflects each security's market capitalization as of 06/04/2026. Index Weight reflects the security's weight in the S&P 500 Index. Holdings are subject to change.
Sector Exposure vs S&P 500
Each sector shows the Equity Ascent Index weight beside the S&P 500 weight. The right-hand column shows the difference: green means the Index holds more than the S&P 500 — overweight; red means it holds less — underweight.
Sector
Equity Ascent
S&P 500
Difference vs S&P 500
Basic Materials
2.90%
1.68%
Consumer Cyclical
9.78%
10.01%
Financial Services
11.70%
11.03%
Communication Services
8.66%
10.84%
Consumer Defensive
3.30%
4.60%
Overweight — Index holds more than the S&P 500
Underweight — Index holds less than the S&P 500
Super-sector groupings follow the Morningstar classification scheme. S&P 500 sector weights are illustrative placeholders pending data refresh. Sector weights as of 06/04/2026.
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