The dictionary definition of a composite is a grouping of equities, indexes or other investment securities in a standardized way. An example would be the NASDAQ composite index which is a market capitalization-weighted grouping of approximately 3,000 common stocks listed on the NASDAQ stock market. FinFolio broadens this definition by allowing our advisors to compile groupings of accounts, rather than securities, that have specific and similar criteria in common so that a picture can be created that represents useful data points, like portfolio performance.
