UCRD 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

UCRD ETF Sector Allocation

UCRD sector allocation breaks down across Financials (40.0%), Other (12.7%), Utilities (6.7%), Industrials (5.8%), Energy (5.3%). Across 435 holdings, this breakdown reveals the ETF's investment focus and diversification.

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

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

UCRD ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

52.5%

of total portfolio

Concentration Level

Moderate

concentration risk

Largest Sector

40.0%

Financials

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Sector Breakdown

  • 1Financials
    40.00%
  • 2Utilities
    6.71%
  • 3Industrials
    5.82%
  • 4Energy
    5.27%
  • 5Information Technology
    4.93%
  • 6Health Care
    4.73%
  • 7Consumer Staples
    4.36%
  • 8Real Estate
    4.28%
  • 9Communication Services
    4.18%
  • 10Materials
    3.74%
  • 11Consumer Discretionary
    3.39%

Industry Breakdown (Top 15)

Diversified Banks
19.9%
61 holdings
Electric Utilities
6.0%
33 holdings
Specialized Finance
5.3%
30 holdings
Oil & Gas Storage & Transportation
3.3%
19 holdings
Life & Health Insurance
2.8%
15 holdings
Investment Banking & Brokerage
2.6%
7 holdings
Application Software
2.2%
9 holdings
Integrated Telecommunication Services
1.8%
3 holdings
Packaged Foods & Meats
1.7%
8 holdings
Pharmaceuticals
1.6%
8 holdings
Regional Banks
1.5%
6 holdings
Diversified Capital Markets
1.4%
4 holdings
Consumer Finance
1.4%
7 holdings
Health Care Equipment
1.4%
6 holdings
Asset Management & Custody Banks
1.2%
5 holdings