Sector & Market Cap Allocation
Consolidated industry exposure and capitalization distribution for your selected portfolio.
Sector Distribution
Weighted exposure aggregated across selected funds.
Financial Services30.6%
Information Technology16.0%
Oil & Energy12.8%
Consumer Goods11.0%
Automobile8.5%
Market Cap Exposure
Capitalization mix across all selected funds.
Large Cap75.0%
Mid Cap15.0%
Small Cap & Cash10.0%
💡 Portfolio Tip: Over 70% large-cap exposure provides stability, but active large-cap funds often struggle to beat their low-cost index benchmarks.