UPGD ETF

$84.20
See the full sector breakdown of UPGD
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
PRO
of total portfolio
Concentration Level
PRO
concentration risk
Largest Sector
PRO
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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PROPRO
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PROPRO
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PROPRO
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PROPRO
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PROPRO

Industry BreakdownPRO

Top 15 industries by allocation

UPGD ETF Sector Allocation

UPGD sector allocation breaks down across Consumer Discretionary (25.0%), Industrials (20.2%), Consumer Staples (15.4%), Information Technology (13.6%), Utilities (8.0%). Across 53 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

60.7%

of total portfolio

Concentration Level

Moderate

concentration risk

Largest Sector

25.0%

Consumer Discretionary

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Sector Breakdown

  • 1Consumer Discretionary
    24.98%
  • 2Industrials
    20.22%
  • 3Consumer Staples
    15.45%
  • 4Information Technology
    13.58%
  • 5Utilities
    8.02%
  • 6Health Care
    6.40%
  • 7Materials
    6.06%
  • 8Communication Services
    1.51%
  • 9Financials
    0.00%

Industry Breakdown (Top 15)

Electric Utilities
8.0%
4 holdings
Automobile Manufacturers
6.3%
3 holdings
Internet & Direct Marketing Retail
6.2%
3 holdings
Packaged Foods & Meats
5.6%
3 holdings
Pharmaceuticals
4.2%
2 holdings
Household Products
4.1%
2 holdings
Trading Companies & Distributors
4.1%
2 holdings
Other Specialty Retail
3.9%
2 holdings
Semiconductors
3.9%
2 holdings
Application Software
3.7%
2 holdings
Diversified Chemicals
3.7%
2 holdings
Home Furnishings
2.5%
1 holding
Technology Hardware, Storage & Peripherals
2.5%
1 holding
Paper Packaging
2.4%
1 holding
Health Care Equipment
2.2%
1 holding