Compare CFLO · VISM · GOAT

CFLO, VISM and GOAT hold 3,960 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.

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

• PANWPALO ALTO NETWORKS INCIn 1 of 3CFLO5.3%VISMnot heldGOATnot held
• NVDANVIDIA CORPIn 2 of 3CFLO4.2%VISMnot heldGOAT5.2%
• AAPLAPPLE INCIn 1 of 3CFLOnot heldVISMnot heldGOAT5.1%
• MSFTMICROSOFT CORPIn 1 of 3CFLOnot heldVISMnot heldGOAT4.9%
• GOOGLALPHABET INC-AIn 1 of 3CFLOnot heldVISMnot heldGOAT4.9%
• PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3CFLO4.9%VISMnot heldGOATnot held
• CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3CFLO4.4%VISMnot heldGOATnot held
• ASMLASML HOLDING NVIn 2 of 3CFLO4.0%VISMnot heldGOAT3.1%
• VVISA INC-CLASS AIn 1 of 3CFLO3.7%VISMnot heldGOATnot held
• ANETARISTA NETWORKS INCIn 1 of 3CFLO3.5%VISMnot heldGOATnot 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 GOAT share 19 companies15.5%
• CFLO and VISM share 31 companies0.8%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• VISM and GOAT share 8 companies1.1%
  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.