Rebalance

Drift correction

Names within ยฑ0.25% of their target are omitted.

โœ“ No rebalance needed โ€” all names within tolerance.

Deploy new capital

Plan a buy-only allocation for fresh dollars added to the fund โ€” monthly contributions, top-ups after a deposit, etc.

Drift-aware tops up underweight names first (rebalances via cashflow without selling). Proportional gives every constituent amount ร— target_weight regardless of drift.