Compare GOAT · CFLO
GOAT and CFLO hold 327 companies between them. 19 are in both, and 15.5% of each fund 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
- Health Care
- Energy
- Industrials
- Everything else
- PANWPALO ALTO NETWORKS INCIn 1 of 2GOATnot heldCFLO5.3%
- NVDANVIDIA CORPIn all 2GOAT5.2%CFLO4.2%
- AAPLAPPLE INCIn 1 of 2GOAT5.1%CFLOnot held
- MSFTMICROSOFT CORPIn 1 of 2GOAT4.9%CFLOnot held
- GOOGLALPHABET INC-AIn 1 of 2GOAT4.9%CFLOnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 2GOATnot heldCFLO4.9%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 2GOATnot heldCFLO4.4%
- ASMLASML HOLDING NVIn all 2GOAT3.1%CFLO4.0%
- VVISA INC-CLASS AIn 1 of 2GOATnot heldCFLO3.7%
- ANETARISTA NETWORKS INCIn 1 of 2GOATnot heldCFLO3.5%
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%
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.