FMP ETF & Funds
CommunityInstant ETF and fund holdings analysis.
Finance & Accounting#holdings#etf#disclosure#sector-allocation#mutual-fund#country-weightings#passive-ownership
Authorfall-development-rob
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Investors and analysts need a reliable way to inspect ETF and mutual fund composition, sector and country exposures, and institutional disclosures to assess concentration, passive ownership risk, and quarter-over-quarter portfolio changes.
Core Features & Use Cases
- Holdings decomposition: Retrieve full constituent lists and weights to identify top holdings and concentration risk.
- Fund metadata: Access expense ratio, AUM, inception date, issuer, and strategy to compare funds.
- Allocation analysis: Produce sector and country weightings to evaluate geographic and sector tilts.
- Passive ownership & disclosure tracking: Map which ETFs hold a given stock, find largest institutional holders, and pull historical 13F-style filings to diff quarter-to-quarter changes.
- Use case: Perform due diligence on an ETF by combining its profile, holdings, sector and country breakdowns, and disclosure history to surface allocation surprises and recent position changes.
Quick Start
Retrieve the ETF profile and full holdings for VWO and summarize top-10 concentration, sector tilt, and country exposure.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: FMP ETF & Funds Download link: https://github.com/fall-development-rob/corp_finance/archive/main.zip#fmp-etf-funds Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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