Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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4
Number of overlapping holdings
10.0%
% of PFI's 40 holdings also in NEWZ
13.3%
% of NEWZ's 30 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus NEWZ)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in NEWZ |
Overlap | |
|---|---|---|---|---|
 |
BROWN & BROWN INC | 3.2% | 4.2% | 3.2% |
|
UNUM GROUP | 3.2% | 3.3% | 3.2% |
|
VISA INC. CLASS A | 3.9% | 3.2% | 3.2% |
|
PROGRESSIVE CORP | 2.6% | 4.2% | 2.6% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to NEWZ
|
MASTERCARD INCORPORATED CLASS A | 5.8% |
|
AMERIPRISE FINANCIAL INC | 4.3% |
|
JPMORGAN CHASE & CO | 3.8% |
|
ARES MANAGEMENT LP | 3.8% |
|
APOLLO GLOBAL MANAGEMENT INC. | 3.4% |
|
ROBINHOOD MARKETS, INC. CLASS A | 3.4% |
|
KKR & CO LP | 3.1% |
|
MR. COOPER GROUP, INC. | 3.0% |
|
KINSALE CAPITAL GROUP, INC. | 2.9% |
|
WR BERKLEY CORP | 2.8% |
PFI Underweight Relative to NEWZ
 |
NICE SYSTEMS LTD-SPONS ADR | -3.8% |
|
WASTE MANAGEMENT INC | -3.8% |
|
RAMBUS INC | -3.6% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -3.6% |
 |
YUM CHINA HOLDINGS, INC. | -3.6% |
 |
FABRINET | -3.5% |
|
MOTOROLA SOLUTIONS | -3.4% |
|
DTE ENERGY COMPANY | -3.4% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.4% |
|
AMPHENOL CORP-CL A | -3.4% |