Compare CFLO · GARP · VISM

CFLO, GARP and VISM hold 3,973 companies between them. 1 is in every one of them, and CFLO and GARP are the most alike: 26.0% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Health Care
• Consumer Discretionary
• Everything else

• MSFTMICROSOFT CORPIn 1 of 3CFLOnot heldGARP6.2%VISMnot held
• METAMETA PLATFORMS INCIn 1 of 3CFLOnot heldGARP6.1%VISMnot held
• NVDANVIDIA CORPIn 2 of 3CFLO4.2%GARP5.5%VISMnot held
• PANWPALO ALTO NETWORKS INCIn 1 of 3CFLO5.3%GARPnot heldVISMnot held
• LLYELI LILLY & COIn 1 of 3CFLOnot heldGARP5.1%VISMnot held
• PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3CFLO4.9%GARPnot heldVISMnot held
• GOOGALPHABET INC-CIn 1 of 3CFLOnot heldGARP4.7%VISMnot held
• CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3CFLO4.4%GARPnot heldVISMnot held
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3CFLOnot heldGARP4.4%VISMnot held
• ASMLASML HOLDING NVIn 2 of 3CFLO4.0%GARP3.1%VISMnot held

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• CFLO and GARP share 59 companies26.0%
• CFLO and VISM share 31 companies0.8%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GARP and VISM share 27 companies1.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.