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RiskModels / Stocks / FLEX

Flex Ltd (FLEX)

Daily ERM3 factor decomposition: how much of FLEX's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$108.01
Market cap
$39.5B
23-day vol
49.7%
Sector proxy
XLK
Subsector proxy
SOXX

Risk DNA

47% of FLEX's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 27.9%Sector 12.1%Subsector 7.0%Stock-specific 53.0%
SOXX subsector peers · average of 26 names

FLEX carries 53% stock-specific risk against a peer average of 60% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of FLEX held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (SOXX)Explained risk
L1$-2.97——27.9%
L2$-0.05$-1.68—40.0%
L3$-1.18$0.18$-0.8147.0%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding FLEX

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Third Point4.1%

Browse every tracked 13F filer.

Go deeper on FLEX

Ask the AI risk analyst for FLEX's full history, peer comparison, or how it changes your portfolio's risk.

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Manager SkillAllocatorsExamplesEvidenceAccessAnalyst
Checking session...
RiskModels / Stocks / FLEX

Flex Ltd (FLEX)

Daily ERM3 factor decomposition: how much of FLEX's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$108.01
Market cap
$39.5B
23-day vol
49.7%
Sector proxy
XLK
Subsector proxy
SOXX

Risk DNA

47% of FLEX's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 27.9%Sector 12.1%Subsector 7.0%Stock-specific 53.0%
SOXX subsector peers · average of 26 names

FLEX carries 53% stock-specific risk against a peer average of 60% — less of what happens here is specific to this name than is typical for its cohort.

ETF hedge ratios

Dollars of ETF to short per $1 of FLEX held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (SOXX)Explained risk
L1$-2.97——27.9%
L2$-0.05$-1.68—40.0%
L3$-1.18$0.18$-0.8147.0%

Data as of September 11, 2026. Updated daily from the ERM3 pipeline.

13F filers holding FLEX

From the most recent quarterly 13F filings in our tracked filer universe, largest reported position first.

  • Third Point4.1%

Browse every tracked 13F filer.

Go deeper on FLEX

Ask the AI risk analyst for FLEX's full history, peer comparison, or how it changes your portfolio's risk.

Ask the analyst about FLEXAnalyze your portfolio

Local-First Data Policy — Your holdings are resolved locally against our Security Master. Data never leaves your machine.

The Engine
  • Developers
  • API
  • SDK
  • CLI
The Science
  • What's inside
  • Artifact gallery
  • Methodology wiki ↗
  • Glossary
  • ERM3 overview
  • SEC Filing Calendar
  • 13F Filers
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© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.

Stock Risk Profiles
Infrastructure
  • Access
  • Developer pricing
  • About
  • Support
  • FAQ
  • Privacy
  • Terms
RiskModelsResearch/Workspace/API

© 2026 RiskModels · Blue Water Macro Corp.|System Status:Operational|Holdings-based.

Informational use only — not investment advice. Blue Water Macro Corp.