Compare IFRA · GOAT · CFLO
IFRA, GOAT and CFLO hold 459 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
- Utilities
- Industrials
- Energy
- Financials
- Everything else
- PANWPALO ALTO NETWORKS INCIn 1 of 3IFRAnot heldGOATnot heldCFLO5.3%
- NVDANVIDIA CORPIn 2 of 3IFRAnot heldGOAT5.2%CFLO4.2%
- AAPLAPPLE INCIn 1 of 3IFRAnot heldGOAT5.1%CFLOnot held
- AENAAENA SME SAIn 1 of 3IFRA5.1%GOATnot heldCFLOnot held
- MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldGOAT4.9%CFLOnot held
- GOOGLALPHABET INC-AIn 1 of 3IFRAnot heldGOAT4.9%CFLOnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3IFRAnot heldGOATnot heldCFLO4.9%
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%GOATnot heldCFLOnot held
- NEENEXTERA ENERGY INCIn 2 of 3IFRA4.8%GOATnot heldCFLO1.1%
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3IFRAnot heldGOATnot 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 IFRA already gives you
- IFRA and GOAT share 4 companies1.7%
- IFRA and CFLO share 7 companies1.4%
- GOAT and CFLO share 19 companies15.5%
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.