Compare GARP · CFLO · IWLD
GARP, CFLO and IWLD hold 804 companies between them. 30 are in every one of them, and GARP and IWLD are the most alike: 32.9% 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
- NVDANVIDIA CORPIn all 3GARP5.5%CFLO4.2%IWLD11.6%
- MSFTMICROSOFT CORPIn 2 of 3GARP6.2%CFLOnot heldIWLD8.0%
- METAMETA PLATFORMS INCIn 1 of 3GARP6.1%CFLOnot heldIWLDnot held
- PANWPALO ALTO NETWORKS INCIn 2 of 3GARPnot heldCFLO5.3%IWLD0.7%
- LLYELI LILLY & COIn 2 of 3GARP5.1%CFLOnot heldIWLD2.1%
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3GARPnot heldCFLO4.9%IWLDnot held
- GOOGALPHABET INC-CIn 2 of 3GARP4.7%CFLOnot heldIWLD3.5%
- GOOGLALPHABET INC-AIn 1 of 3GARPnot heldCFLOnot heldIWLD4.5%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3GARPnot heldCFLO4.4%IWLDnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3GARP4.4%CFLOnot heldIWLDnot 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 GARP already gives you
- GARP and IWLD share 91 companies32.9%
- GARP and CFLO share 59 companies26.0%
- CFLO and IWLD share 84 companies20.5%
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.