Compare GOAT · CFLO · CNEW
GOAT, CFLO and CNEW hold 447 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
- Health Care
- Consumer Staples
- Financials
- Consumer Discretionary
- Everything else
- PANWPALO ALTO NETWORKS INCIn 1 of 3GOATnot heldCFLO5.3%CNEWnot held
- NVDANVIDIA CORPIn 2 of 3GOAT5.2%CFLO4.2%CNEWnot held
- AAPLAPPLE INCIn 1 of 3GOAT5.1%CFLOnot heldCNEWnot held
- MSFTMICROSOFT CORPIn 1 of 3GOAT4.9%CFLOnot heldCNEWnot held
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%CFLOnot heldCNEWnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3GOATnot heldCFLO4.9%CNEWnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3GOATnot heldCFLO4.4%CNEWnot held
- ASMLASML HOLDING NVIn 2 of 3GOAT3.1%CFLO4.0%CNEWnot held
- VVISA INC-CLASS AIn 1 of 3GOATnot heldCFLO3.7%CNEWnot held
- ANETARISTA NETWORKS INCIn 1 of 3GOATnot heldCFLO3.5%CNEWnot 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 CNEW share 0 companies0.0%
- CFLO and CNEW 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.