Menu
Menu
The Holdings section is divided into 4 major categories, starting with a quick snapshot of the Holdings.
As you can see, it offers the number of securities the ETF holds, P/E and P/B ratio, and the Top 5 and 10 holding percentages.
The next category is Asset Allocation.
In the asset allocation tab, one can see the total asset allocation of the fund across the past three months.
The next category is Top Holdings.
In the top holdings tab, the user can see a list of all the stocks the fund has invested in, in descending order. Toggle through the different months to see holdings in that month.
The last category is Sector allocation.
This tab helps users see the fund's exposure to each sector every month.
This covers our Holdings Section, in the next article, we will cover Peer Analysis.