ETF portfolio analyzer: look-through holdings, sector exposure, fund overlap, and projected income.
Build a fund basket with weights (or upload a CSV), save named portfolios, and inspect look-through holdings, sector concentration, fund overlap, and a projected income calendar.
Education only, not investment advice. Fund holdings are sourced from SEC N-PORT where loaded. Premium beta: paid subscribers only while we build saved portfolios, CSV import, and tax-aware options.
Taxable accounts can surface tax-aware hints when those tools ship. Informational only—not tax advice.
Analyzing portfolio…
| Holding | Ticker | Exposure % | Sector |
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| Sector | Weight % |
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Pairwise overlap by weight (holdings in both funds). Click a cell to open the full ETF Overlap tool.
| Ex-date | Fund | Fund wt % | Est. $ / $100k | Status |
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