The Portfolio page displays the major holdings of an exchange-traded fund (ETF) and allows you to see the performance of individual holdings.From the Summary page of any ETF you are researching, click the Portfolio tab near the top to view portfolio composition.
A chart of the ETF's major holdings displays the percent loss or gain (vertical/y-axis)of each holding in a one to 30-day time frame. To adjust the time frame displayed, use the slide bar below the chart. Each holding is represented inside a circle. The percent allocation value of each holding is represented along the horizontal/x-axis. The larger the circle,the larger its market cap (note the key at the bottom right of the chart). If the bubble is green, that holding is up for the day in value. If the bubble is red, the holding is down in value for the day.
To view the ETF holding information in a table format, click the Table View button. The Table View also displays an Asset Allocation Breakdown and Holdings Details. Click on the question-mark icons next to their titles to learn more about what this information means.
Investors should consider the investment objectives, risks, charges, and expenses of an Exchange-Traded Fund (ETF) carefully before investing. A prospectus contains this and other information about the ETF and can be obtained from the issuer. The prospectus should be read carefully before investing.
The tools described in this article are for information purposes only and their use does not guarantee a profit. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.