We have many ETFs across our main portfolio and benchmark. The ETFs need to be broken down into their specific assets to that we can sort them into their respective sectors more granularly and evaluate our allocation better.
Also need to keep in mind that index ETFs are not static and holdings can change periodically so they must be kept updated somehow (likely with daily portfolio build pipeline)
We have many ETFs across our main portfolio and benchmark. The ETFs need to be broken down into their specific assets to that we can sort them into their respective sectors more granularly and evaluate our allocation better.
Also need to keep in mind that index ETFs are not static and holdings can change periodically so they must be kept updated somehow (likely with daily portfolio build pipeline)