The reports that are created from the Holdings Analysis program allows users to compore monthly holdings data across all portfolios and composites.
The Portfolio Holdings by Composite reports allows users to compare the percentage of each portfolios' holding for all securities held within the composite.
The Composite Holdings Summary report displays each security held within composite portfolios. Users may set a threshhold to highlight large disparities to aid in the analysis of dissimilar holdings.
The Composite Holdings Changes report compares composite aggregate holdings changes over any user-defined period. Users may set a threshold to highlight the largest allocation changes.