Compare GOAT · GARP · IMTM

GOAT, GARP and IMTM hold 567 companies between them. 14 are in every one of them, and GOAT and IMTM are the most alike: 31.1% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Health Care
• Communication Services
• Everything else

• MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%GARP6.2%IMTMnot held
• METAMETA PLATFORMS INCIn 1 of 3GOATnot heldGARP6.1%IMTMnot held
• NVDANVIDIA CORPIn 2 of 3GOAT5.2%GARP5.5%IMTMnot held
• MUMICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%GARPnot heldIMTM5.5%
• AAPLAPPLE INCIn 1 of 3GOAT5.1%GARPnot heldIMTMnot held
• LLYELI LILLY & COIn 2 of 3GOAT3.3%GARP5.1%IMTMnot held
• GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%GARPnot heldIMTM2.6%
• GOOGALPHABET INC-CIn 2 of 3GOATnot heldGARP4.7%IMTM2.2%
• AMDADVANCED MICRO DEVICES INCIn 1 of 3GOATnot heldGARPnot heldIMTM4.5%
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3GOATnot heldGARP4.4%IMTMnot 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 IMTM share 82 companies31.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GOAT and GARP share 30 companies25.2%
• GARP and IMTM share 50 companies16.8%
  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.