Compare CFLO · GOAT · GARP
CFLO, GOAT and GARP hold 467 companies between them. 9 are in every one of them, and CFLO and GARP are the most alike: 26.0% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Industrials
- Health Care
- Communication Services
- Everything else
- MSFTMICROSOFT CORPIn 2 of 3CFLOnot heldGOAT4.9%GARP6.2%
- METAMETA PLATFORMS INCIn 1 of 3CFLOnot heldGOATnot heldGARP6.1%
- NVDANVIDIA CORPIn all 3CFLO4.2%GOAT5.2%GARP5.5%
- PANWPALO ALTO NETWORKS INCIn 1 of 3CFLO5.3%GOATnot heldGARPnot held
- AAPLAPPLE INCIn 1 of 3CFLOnot heldGOAT5.1%GARPnot held
- LLYELI LILLY & COIn 2 of 3CFLOnot heldGOAT3.3%GARP5.1%
- GOOGLALPHABET INC-AIn 1 of 3CFLOnot heldGOAT4.9%GARPnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3CFLO4.9%GOATnot heldGARPnot held
- GOOGALPHABET INC-CIn 1 of 3CFLOnot heldGOATnot heldGARP4.7%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3CFLO4.4%GOATnot heldGARPnot held
What each fund is in
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.
What CFLO already gives you
- CFLO and GARP share 59 companies26.0%
- CFLO and GOAT share 19 companies15.5%
- GOAT and GARP share 30 companies25.2%
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.
What each fund changed
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.