MORT 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

MORT ETF Sector Allocation

MORT sector allocation breaks down across Financials (86.4%), Unknown (9.0%), Real Estate (4.3%), Other (0.3%). Across 28 holdings, this breakdown reveals the ETF's investment focus and diversification.

MORT sector exposure is important for understanding concentration risk. With Financials at 86.4%, the fund has significant sector concentration.

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

MORT ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

90.7%

of total portfolio

Concentration Level

High

concentration risk

Largest Sector

86.4%

Financials

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Sector Breakdown

  • 1Financials
    86.43%
  • 2Real Estate
    4.27%

Industry Breakdown (Top 15)

Mortgage REITs
80.0%
18 holdings
Thrifts & Mortgage Finance
6.5%
1 holding
Diversified REITs
4.3%
3 holdings