Portfolio X-Ray
Type your funds with weights and see what you actually own — the blended fee, the true sector mix, the manager-versus-index split, and your real top ten underlying positions.
0.19%blended fee · $19 per $10,000 a year
60%runs on an index
40%actively managed
3funds · $152.1B combined fund assets
The Overlap Doctor
B
3 funds behaving like 0 independent positions.
No hidden concentration, no redundant pairs — the sleeves are doing different jobs.
What you actually own — true sector mix
| Consumer | 52.5% | |
| Technology | 49.6% | |
| Financials | 34.8% | |
| treasuries | 20.0% | |
| Industrials | 19.1% | |
| Health Care | 13.2% | |
| Energy | 10.9% | |
| other | 5.9% | |
| miscellaneous | 5.5% | |
| Communications | 5.4% |
Your real top 10 positions, looked through