Compare CFLO · IIND · GOAT
CFLO, IIND and GOAT hold 357 companies between them. None is in every one of them, and CFLO and GOAT are the most alike: 15.5% 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
- Consumer Discretionary
- Industrials
- Health Care
- Everything else
- PANWPALO ALTO NETWORKS INCIn 1 of 3CFLO5.3%IINDnot heldGOATnot held
- NVDANVIDIA CORPIn 2 of 3CFLO4.2%IINDnot heldGOAT5.2%
- AAPLAPPLE INCIn 1 of 3CFLOnot heldIINDnot heldGOAT5.1%
- MSFTMICROSOFT CORPIn 1 of 3CFLOnot heldIINDnot heldGOAT4.9%
- GOOGLALPHABET INC-AIn 1 of 3CFLOnot heldIINDnot heldGOAT4.9%
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3CFLO4.9%IINDnot heldGOATnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3CFLO4.4%IINDnot heldGOATnot held
- HUVRHINDUSTAN UNILEVER LTDIn 1 of 3CFLOnot heldIIND4.3%GOATnot held
- MMMahindra & Mahindra LtdIn 1 of 3CFLOnot heldIIND4.2%GOATnot held
- DIXONDixon Technologies India LtdIn 1 of 3CFLOnot heldIIND4.1%GOATnot 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 GOAT share 19 companies15.5%
- CFLO and IIND share 0 companies0.0%
- IIND and GOAT share 0 companies0.0%
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.