Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
29.7%
% of OEF's 101 holdings also in LCF
65.2%
% of LCF's 47 holdings also in OEF
Overlap by Weight
Sector Drift (OEF minus LCF)
Overlapping Holdings
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| Company | Weight in OEF |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 9.0% | 9.3% | 9.0% |
|
APPLE INC | 9.9% | 7.6% | 7.6% |
|
AMAZON.COM INC | 5.5% | 5.1% | 5.1% |
|
META PLATFORMS INC | 3.5% | 5.4% | 3.5% |
|
NVIDIA CORP | 10.1% | 2.6% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
OEF Overweight Relative to LCF
|
NVIDIA CORP | 7.5% |
|
ALPHABET INC. CLASS A | 2.9% |
|
TESLA MOTORS INC | 2.6% |
|
APPLE INC | 2.4% |
|
BROADCOM INC. | 2.2% |
|
JPMORGAN CHASE & CO | 2.0% |
|
ELI LILLY & CO | 1.7% |
|
MASTERCARD INCORPORATED CLASS A | 1.2% |
|
HOME DEPOT INC | 1.2% |
|
COSTCO WHOLESALE CORP | 1.2% |
OEF Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -3.4% |
|
HCA HOLDINGS INC | -2.5% |
|
GOLDMAN SACHS GROUP INC | -2.1% |
|
META PLATFORMS INC | -1.9% |
|
MARKEL CORP | -1.7% |
|
MONSTER BEVERAGE CORPORATION | -1.6% |
|
ORACLE CORP | -1.6% |
|
UNITEDHEALTH GROUP INC | -1.5% |
|
BECTON DICKINSON AND CO | -1.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.4% |