TAXM ETF

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Sector Concentration Analysis

Top 3 Sectors
••.•%
of total portfolio
Concentration Level
••••
concentration risk
Largest Sector
••.•%
••••••••

Sector Allocation

Sector Breakdown

SectorHoldingsWeight
••••••••
7530.00%
••••••••
6520.00%
••••••••
6018.00%
••••••••
5015.00%
••••••••
4512.00%

Industry Breakdown

Top 15 industries by allocation

TAXM ETF Sector Allocation

TAXM sector allocation breaks down across Other (56.2%), Financials (26.6%), Utilities (8.2%), Industrials (2.9%), Consumer Discretionary (0.3%). Across 122 holdings, this breakdown reveals the ETF's investment focus and diversification.

TAXM sector exposure is important for understanding concentration risk. With Other at 56.2%, the fund has significant sector concentration.

TAXM geographic allocation shows country exposure. TAXM overlap calculator reveals how sector exposure compares with other funds.

TAXM ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

40.4%

of total portfolio

Concentration Level

Low

concentration risk

Largest Sector

29.3%

Financials

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Sector Breakdown

  • 1Financials
    29.32%
  • 2Utilities
    8.19%
  • 3Industrials
    2.94%
  • 4Consumer Discretionary
    0.33%
  • 5Health Care
    0.09%

Industry Breakdown (Top 15)

Thrifts & Mortgage Finance
11.8%
9 holdings
Specialized Finance
10.2%
15 holdings
Gas Utilities
4.3%
8 holdings
Construction & Engineering
2.9%
2 holdings
Diversified Banks
2.4%
8 holdings
Regional Banks
2.1%
2 holdings
Multi-Sector Holdings
2.1%
2 holdings
Independent Power Producers & Energy Traders
2.0%
3 holdings
Multi-Utilities
1.3%
2 holdings
Electric Utilities
0.6%
1 holding
Leisure Facilities
0.3%
1 holding
Mortgage REITs
0.3%
1 holding
Consumer Finance
0.2%
2 holdings
Asset Management & Custody Banks
0.2%
2 holdings
Diversified Capital Markets
0.1%
1 holding