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 ETFPDBC - 98.83% (Q3 2018)- Largest Ownership Stake
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