Phrases with «current holdings»

"Current holdings" generally refers to the assets or investments that someone or an organization currently owns or possesses. It could include stocks, bonds, real estate, cash, or any other valuable assets they have in their possession at a given time. Full definition

Related phrases

Sentences with «current holdings»

  • Flexible portfolio tracking: You can track your portfolios for current holdings in summarized view or in detailed view. (day-trading-software.com)
  • However, the portfolio should be fairly tax efficient (except for the bond portion) as rebalancing is done by adding new money and not selling current holdings. (canadiancapitalist.com)
  • Again, I will look most closely at current holdings and additions as a proportion of market capitalization. (alephblog.com)
  • (see all sentences)
a b c d e f g h i j k l m n o p q r s t u v w x y z