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How do I do a look-through analysis? (X-ray fund feature)

Go to bottom of the Track page to see your full portfolio broken down into component holdings. If you’d like to see the breakdown by Asset Group, draft portfolio, or individual account, this feature is also available on the comparison page under holdings exposure. The look-through analysis breaks apart ETFs or mutual funds to their individual components and aggregates them so that you can see your overall exposure (e.g. aggregate exposure to Amazon, Nvidia, Apple, etc).

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1: As of November 14, 2025