Compare GOAT · GARP · CFLO
GOAT, GARP and CFLO hold 467 companies between them. 9 are in every one of them, and GARP and CFLO are the most alike: 26.0% 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
- Health Care
- Communication Services
- Everything else
- MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%GARP6.2%CFLOnot held
- METAMETA PLATFORMS INCIn 1 of 3GOATnot heldGARP6.1%CFLOnot held
- NVDANVIDIA CORPIn all 3GOAT5.2%GARP5.5%CFLO4.2%
- PANWPALO ALTO NETWORKS INCIn 1 of 3GOATnot heldGARPnot heldCFLO5.3%
- AAPLAPPLE INCIn 1 of 3GOAT5.1%GARPnot heldCFLOnot held
- LLYELI LILLY & COIn 2 of 3GOAT3.3%GARP5.1%CFLOnot held
- GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%GARPnot heldCFLOnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3GOATnot heldGARPnot heldCFLO4.9%
- GOOGALPHABET INC-CIn 1 of 3GOATnot heldGARP4.7%CFLOnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3GOATnot heldGARPnot heldCFLO4.4%
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 GARP share 30 companies25.2%
- GOAT and CFLO share 19 companies15.5%
- GARP and CFLO share 59 companies26.0%
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.