Viewing Selected Account Holdings by Sector

Use the following procedure to view the selected account holdings by sector.

To view the selected account holdings by sector

1. Select the financial accounts by checking the Aggregation Select field of the desired accounts. (See Selecting a Financial Account Associated with a Household.)

2. Scroll down and click the Sector Allocation subview tab.

3. Scroll up to the Financial Accounts list, select a sector from the drop-down list and, click Go.

   The Sector Allocation list appears, displaying the account holdings by sector, allowing the user to view the degree of portfolio diversification versus the selected model portfolio.