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Sector Performance
Allocation and contribution by sector
Sector Allocation
Technology (45%)
Healthcare (18%)
Financials (12%)
Consumer Disc. (10%)
Industrials (8%)
Other (7%)
Sector Breakdown
Technology
Weight
45%
Return
+2.1%
Contrib
+0.94%
Healthcare
Weight
18%
Return
+1.3%
Contrib
+0.23%
Financials
Weight
12%
Return
+0.8%
Contrib
+0.10%
Consumer Disc.
Weight
10%
Return
-0.5%
Contrib
-0.05%
Industrials
Weight
8%
Return
+0.6%
Contrib
+0.05%
Other
Weight
7%
Return
+0.5%
Contrib
+0.04%
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AI Analysis
Your portfolio is heavily concentrated in Technology (45%), which has been the primary driver of returns (+2.1% contribution). Healthcare and Financials provide diversification but with lower returns. Consider rebalancing if you want to reduce sector concentration risk below 40% for any single sector.
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