Compare GOAT · CFLO · CETF
GOAT, CFLO and CETF 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 heldCFLOnot heldCETF7.9%
- 300750Contemporary Amperex Technology Co LtdIn 1 of 3GOATnot heldCFLOnot heldCETF6.4%
- PANWPALO ALTO NETWORKS INCIn 1 of 3GOATnot heldCFLO5.3%CETFnot held
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%CFLO4.2%CETFnot held
- AAPLAPPLE INCIn 1 of 3GOAT5.1%CFLOnot heldCETFnot held
- MSFTMICROSOFT CORPIn 1 of 3GOAT4.9%CFLOnot heldCETFnot held
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%CFLOnot heldCETFnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3GOATnot heldCFLO4.9%CETFnot held
- 300308ZHONGJI INNOLI-AIn 1 of 3GOATnot heldCFLOnot heldCETF4.6%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3GOATnot heldCFLO4.4%CETFnot 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 GOAT already gives you
- GOAT and CFLO share 19 companies15.5%
- GOAT and CETF share 0 companies0.0%
- CFLO and CETF 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.