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Top Holdings

Definition

A group of the largest volume of traded assets held by an investor.

By default assets in top 10 holdings are shown but this number can be changed easily on your request.

How to edit top holdings

Go to Portfolio Composition / Top Holdings. Insert either a holding name or its symbol (ticker) and then set its weight or return contribution values (optional).

There’s also an option to update the top holdings table from a file by uploading the allocation data. This option is only available for customers with a custom template.

Top Movers Up/Down & Top Positive/Negative Contributors

It’s also possible to highlight the largest contributors to performance or the biggest detractors from strategy return. Available only for customers with a custom template.

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