Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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35
Number of overlapping holdings
19.6%
% of PALC's 179 holdings also in XLF
48.6%
% of XLF's 72 holdings also in PALC
Overlap by Weight
Sector Drift (PALC minus XLF)
Overlapping Holdings
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| Company | Weight in PALC |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 5.5% | 10.0% | 5.5% |
|
BANK OF AMERICA CORP | 4.6% | 4.5% | 4.5% |
|
WELLS FARGO & CO | 3.7% | 3.5% | 3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% | 12.2% | 2.5% |
|
GOLDMAN SACHS GROUP INC | 2.0% | 2.7% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
PALC Overweight Relative to XLF
|
TESLA MOTORS INC | 5.3% |
|
MCDONALD'S CORP | 2.3% |
|
EXXON MOBIL CORP | 2.2% |
|
CHEVRON CORP | 2.1% |
|
AT&T INC | 2.1% |
|
PHILIP MORRIS INTERNATIONAL | 1.9% |
|
ORACLE CORP | 1.9% |
|
COMCAST CORP-CL A | 1.5% |
|
LOWE'S COS INC | 1.5% |
|
AMGEN INC | 1.5% |
PALC Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -9.7% |
|
VISA INC. CLASS A | -7.7% |
|
MASTERCARD INCORPORATED CLASS A | -6.4% |
|
JPMORGAN CHASE & CO | -4.5% |
|
AMERICAN EXPRESS CO | -2.5% |
|
S&P GLOBAL, INC. | -2.4% |
|
PROGRESSIVE CORP | -2.2% |
|
BLACKROCK INC | -2.1% |
|
BLACKSTONE GROUP LP/THE | -2.0% |
|
SCHWAB (CHARLES) CORP | -1.7% |