UPGD ETF

$75.47
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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

UPGD ETF Sector Allocation

UPGD sector allocation breaks down across Industrials (36.7%), Consumer Staples (18.3%), Information Technology (13.2%), Consumer Discretionary (12.8%), Health Care (9.6%). Across 52 holdings, this breakdown reveals the ETF's investment focus and diversification.

UPGD sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

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

UPGD ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

68.3%

of total portfolio

Concentration Level

Moderate

concentration risk

Largest Sector

36.7%

Industrials

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Sector Breakdown

  • 1Industrials
    36.72%
  • 2Consumer Staples
    18.33%
  • 3Information Technology
    13.20%
  • 4Consumer Discretionary
    12.79%
  • 5Health Care
    9.64%
  • 6Utilities
    7.19%
  • 7Communication Services
    2.14%
  • 8Financials
    0.00%

Industry Breakdown (Top 15)

Industrial Machinery
10.3%
5 holdings
Application Software
8.2%
5 holdings
Packaged Foods & Meats
8.0%
4 holdings
Health Care Equipment
7.2%
4 holdings
Electric Utilities
7.2%
4 holdings
Household Products
6.2%
3 holdings
Construction Machinery & Heavy Trucks
4.7%
2 holdings
Diversified Support Services
3.9%
2 holdings
Trucking
2.9%
1 holding
General Merchandise Stores
2.6%
1 holding
Pharmaceuticals
2.4%
1 holding
Trading Companies & Distributors
2.4%
1 holding
Home Furnishings
2.3%
1 holding
Aerospace & Defense
2.3%
1 holding
Agricultural & Farm Machinery
2.2%
1 holding