Compare GOAT · CFLO · WDMF

GOAT, CFLO and WDMF hold 661 companies between them. 16 are in every one of them, and GOAT and WDMF are the most alike: 32.5% of each is the same companies.

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

• NVDANVIDIA CORPIn all 3GOAT5.2%CFLO4.2%WDMF5.7%
• PANWPALO ALTO NETWORKS INCIn 1 of 3GOATnot heldCFLO5.3%WDMFnot held
• AAPLAPPLE INCIn 2 of 3GOAT5.1%CFLOnot heldWDMF5.1%
• MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%CFLOnot heldWDMF3.9%
• GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%CFLOnot heldWDMF0.3%
• PLTRPALANTIR TECHNOLOGIES INCIn 2 of 3GOATnot heldCFLO4.9%WDMF0.4%
• CRWDCROWDSTRIKE HOLDINGS INCIn 2 of 3GOATnot heldCFLO4.4%WDMF0.2%
• ASMLASML HOLDING NVIn all 3GOAT3.1%CFLO4.0%WDMF0.7%
• VVISA INC-CLASS AIn 2 of 3GOATnot heldCFLO3.7%WDMF0.7%
• ANETARISTA NETWORKS INCIn 2 of 3GOATnot heldCFLO3.5%WDMF0.3%

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 WDMF share 77 companies32.5%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GOAT and CFLO share 19 companies15.5%
• CFLO and WDMF share 75 companies16.7%
  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.