Compare GOAT · CETF · CFLO
GOAT, CETF and CFLO hold 377 companies between them. None is in every one of them, and GOAT and CFLO 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
- Industrials
- Energy
- Health Care
- Everything else
- 600519KWEICHOW MOUTAI A (HK-C)In 1 of 3GOATnot heldCETF7.9%CFLOnot held
- 300750Contemporary Amperex Technology Co LtdIn 1 of 3GOATnot heldCETF6.4%CFLOnot held
- PANWPALO ALTO NETWORKS INCIn 1 of 3GOATnot heldCETFnot heldCFLO5.3%
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%CETFnot heldCFLO4.2%
- AAPLAPPLE INCIn 1 of 3GOAT5.1%CETFnot heldCFLOnot held
- MSFTMICROSOFT CORPIn 1 of 3GOAT4.9%CETFnot heldCFLOnot held
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%CETFnot heldCFLOnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3GOATnot heldCETFnot heldCFLO4.9%
- 300308ZHONGJI INNOLI-AIn 1 of 3GOATnot heldCETF4.6%CFLOnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3GOATnot heldCETFnot heldCFLO4.4%
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 GOAT already gives you
- GOAT and CFLO share 19 companies15.5%
- GOAT and CETF share 0 companies0.0%
- CETF and CFLO 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.