Compare GOAT · CFLO · VISM

GOAT, CFLO and VISM hold 3,960 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.

• Information Technology
• Financials
• Industrials
• Health Care
• Consumer Discretionary
• Everything else

• PANWPALO ALTO NETWORKS INCIn 1 of 3GOATnot heldCFLO5.3%VISMnot held
• NVDANVIDIA CORPIn 2 of 3GOAT5.2%CFLO4.2%VISMnot held
• AAPLAPPLE INCIn 1 of 3GOAT5.1%CFLOnot heldVISMnot held
• MSFTMICROSOFT CORPIn 1 of 3GOAT4.9%CFLOnot heldVISMnot held
• GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%CFLOnot heldVISMnot held
• PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3GOATnot heldCFLO4.9%VISMnot held
• CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3GOATnot heldCFLO4.4%VISMnot held
• ASMLASML HOLDING NVIn 2 of 3GOAT3.1%CFLO4.0%VISMnot held
• VVISA INC-CLASS AIn 1 of 3GOATnot heldCFLO3.7%VISMnot held
• ANETARISTA NETWORKS INCIn 1 of 3GOATnot heldCFLO3.5%VISMnot held

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.

• GOAT and CFLO share 19 companies15.5%
• GOAT and VISM share 8 companies1.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• CFLO and VISM share 31 companies0.8%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

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.

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.