Model portfolio exposure allows you to identify the distribution of your investments across various asset classes, regions, sectors, etc. This insight allows you to effectively manage risks and diversification. Monitoring your portfolio's exposure to a benchmark helps ensure deviations are strategic. Additionally, our Holdings Contribution table allows you to view which holdings make up your portfolio's exposure.

Model Portfolios functionality is available in the Pro plan.


Navigate to the 'Exposure' tab to view your Model Portfolio broken out by Asset Allocation, Sector, Region, Country, Bond Credit Quality, or Bond Maturity.

Asset Allocation

Monitor the mix of asset classes (such as equity, fixed income, and cash) within your portfolio.

The blue bars represent the portfolio, the grey bars the benchmark

Geographic Breakdowns

Regional breakdowns provide insights into your portfolio's exposure to different regions and countries. We separate regional breakdowns into Equity, Fixed Income, and All. CASH is not reflected.

Sector/Industry Breakdowns

Sector and industry breakdowns offer a closer look at your portfolio's distribution across various segments of the economy, such as technology, healthcare, or financials.

Bond Credit Quality and Maturity

For portfolios containing bonds, two critical factors to consider are credit quality and maturity. Higher-rated bonds (e.g., AAA) are considered safer, while lower-rated bonds (e.g., B) can offer higher yields but come with greater risk.

Bond maturity relates to the length of time until the bond's principal is repaid. Longer maturities usually offer higher yields but are more sensitive to interest rate changes.

Holdings Contribution

Holdings Contribution allows you to drill down into specific exposures. For example: the Equity Sectors Holding Contribution allows you to see which holdings contribute to portfolio Technology or Healthcare exposure. See the below table listing each holding within a chosen category. For each holding, we have its:

  • Portfolio Weight: Weight in the model portfolio
  • Exposure: Percentage exposure to the selected sector, region, etc. (e.g., 50% of QQQ is invested in Information Technology stocks)
  • Portfolio Contribution: Distributes 50% portfolio Information Technology exposure into 25% QQQ, 15% AAPL, 10% XLK

This granularity allows you to view outsized or underrepresented exposures, dive into the root cause, and modify your target weights accordingly to improve your model portfolio.

25.7% of this Portfolio is invested in Energy. 10% comes from the holding in XLE, 7.5% from XOM. SPY is 15.3% of this portfolio but only 3.8% of SPY is invested in Energy stocks.

Custom Sorting

You can sort the Portfolio Breakdown chart by:

Portfolio Exposure: Order from largest to smallest to identify your top exposures by sector or region.

Over/Under Weight: Highlight sectors or regions with the most significant deviation from the benchmark.

Name (Alphabetical): Alphabetize country and industry names for easier location of specific exposures.


Portfolio holdings are analyzed when they consist of global stocks, or ETFs, and Mutual Funds located in the U.S. or Canada. However, ETFs domiciled outside the U.S. and Canada are not included in the exposure exhibits.

Exposure exhibits will add to 100%. Breakdowns like Equity Sectors and Fixed Income Credit Quality will show the percentage of exposure within portfolio positions that have Equity or Fixed Income holdings. For example, in a 60% SPY (equity) and 40% TLT (bond) portfolio, the equity sector analysis will only reflect SPY.


Model portfolio exposures help investors manage risks and diversify by understanding investment distributions across asset classes, regions, sectors, and more. Holdings Contribution table provides detailed insights into the specific contributions of individual holdings to portfolio exposure. Use this tool to adjust your portfolio's weights with this tool to fine-tune exposure levels effectively.
Explore today and unlock the potential for smarter, more effective model portfolios!