PROEQUITIES, INC. logo

PROEQUITIES, INC. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for PROEQUITIES, INC..

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

No sector data available

Industry Breakdown

No industry data available

Market Cap Distribution

No market cap data available

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
0 quarters
Avg. Top 20
0 quarters
Avg. All Positions
0 quarters
Median Holding Period
0 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
0.000%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q3 2018)

Avg. New Position
0.21%
Avg. Ownership Stake
0.002%
Largest Position
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF logo
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFPDBC - 98.83% (Q3 2018)
Largest Ownership Stake
Oportun Financial Corporation Common Stock logo
Oportun Financial Corporation Common StockOPRT - 0.19% (Q3 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
0.0%
Value Traded
$0.00
Positions Added
133
Positions Exited
10432

Historical (Since Q3 2018)

Avg. Turnover Ratio
18.9%
Avg. Positions Added
530
Avg. Positions Exited
7765
Highest Turnover
75.1%
Q3 2022

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