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Democratic Large Cap Core (DEMZ) ETF Holdings & Analysis
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Track DEMZ in your portfolio for free · Portfolio tracker
What DEMZ does
The Advisors' Inner Circle Fund III - Democratic Large Cap Core ETF is an exchange traded fund launched by The Advisors Inner Circle Fund III. The fund is co-managed by Exchange Traded Concepts, LLC and Reflection Asset Management, LLC. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to benchmark the performance of its portfolio against the Democratic Large Cap Core Index and S&P 500 Index. The Advisors' Inner Circle Fund III - Democratic Large Cap Core ETF was formed on November 2, 2020 and is domiciled in the United States.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| MICROSOFT CORP | 5.22% | |
| APPLE INC | 5.04% | |
| NVIDIA CORP | 4.86% | |
| LOEWS CORP | 4.76% | |
| ALPHABET INC-CL A | 4.51% | |
| COSTCO WHOLESALE CORP | 4.34% | |
| LAM RESEARCH CORP | 4.16% | |
| NORDSON CORP | 4.07% | |
| ADVANCED MICRO DEVICES | 4.02% | |
| AMPHENOL CORP-CL A | 3.90% |
Sector allocation
| Technology | 42.78% |
| Communication Services | 13.14% |
| Financial Services | 10.14% |
| Industrials | 9.90% |
| Consumer Cyclical | 7.87% |
| Healthcare | 6.53% |
| Consumer Defensive | 5.58% |
| Real Estate | 3.57% |
| Cash & Others | 0.51% |
Geographic allocation
| United States | 96.49% |
| Bermuda | 3.00% |
| Other | 0.50% |
PortView Portfolio Insights
PortView analyzes how DEMZ fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does DEMZ track?
- DEMZ is the Democratic Large Cap Core ETF, a Other ETF.
- What is the expense ratio of DEMZ?
- Expense ratio data for DEMZ is shown on the page when available from our data provider.
- What are the largest holdings in DEMZ?
- Top holdings include MSFT, AAPL, NVDA, L, GOOGL.
- How can PortView analyze DEMZ overlap with other ETFs?
- PortView computes the holdings overlap between DEMZ and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.