No. of Recommendations: 4
Somewhat overkill but addition of sector and Industry exposure can explain Portfolio Characteristics.
iShares MSCI USA Value Factor (VLUE) iShares MSCI USA Momentum Factor (MTUM)
Total: 155 Total: 129
Top 10 47.09% Top 10 40.08%
Other 52.91% Other 59.92%
Top 10 Top 10
MU 21.81% MU 6.50%
CSCO 4.71% AMD 5.20%
GM 3.64% AVGO 5.08%
VZ 2.96% INTC 4.84%
2.91% CAT 3.68%
T 2.65% XOM 3.30%
F 2.47% LRCX 3.15%
QCOM 2.35% JNJ 2.92%
BAC 1.80% GEV 2.82%
CMCSA 1.80% GOOGL 2.59%
Sector Exposure Sector Exposure
Information Technology 41.84% Information Technology 49.54%
Financials 10.43% Industrials 14.73%
Consumer Discretionary 10.22% Energy 10.34%
Communication Services 9.74% Communication Services 5.01%
Industrials 8.02% Financials 4.75%
Health Care 7.66% Consumer Staples 3.85%
Consumer Staples 4.38% Health Care 3.50%
Energy 2.97% Consumer Discretionary 2.62%
Utilities 1.94% Materials 2.20%
Materials 1.78% Real Estate 1.27%
Industry Exposure Industry Exposure
Semiconductors & Semiconductor Equipment 26.09% Semiconductors & Semiconductor Equipment 35.90%
26.09% 35.90%
Diversified Telecommunication Services 7.41% Oil, Gas & Consumable Fuels 9.02%
Banks 6.88% Machinery 4.86%
Automobiles 6.11% Technology Hardware, Storage & Peripherals 4.71%
Communications Equipment 4.96% Communications Equipment 4.62%
Technology Hardware, Storage & Peripherals 3.96% Interactive Media & Services 4.59%
Health Care Providers & Services 3.71% Electrical Equipment 4.57%
Software 3.42% Electronic Equipment, Instruments & Components 4.18%
Oil, Gas & Consumable Fuels 2.97% Capital Markets 3.54%
Pharmaceuticals 2.94% Pharmaceuticals 3.06%
GD_
