Top Percentile is a filter to get holdings of a portfolio in a selected percentile. For example, you may enter 30 to show only holdings in the top 30 percentile by weight.
Change Rate is defined for each holding as follows:
- Change rate for new position is 100% New.
- Change rate for an Increased Position is defined as number of new shares out of total shares in the latest quarter. For example, a fund increased its AAPL position by 700 to 1000 shares in the latest quarter, then the change rate for the position is 70% New = (700/1000)*100.
- Change rate for a Decreased Position is defined as number shares sold out of total shares in the last quarter.
Change rate for sold out position is 100% Sold.
appeared in the Current Period holding cards represent the position activities reported in the latest filing quarter.
