Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
53.8%
% of USMC's 27 holdings also in LCF
30.4%
% of LCF's 48 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus LCF)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.5% | 7.8% | 7.5% |
|
MICROSOFT CORP | 6.1% | 8.0% | 6.1% |
|
META PLATFORMS INC | 4.2% | 6.8% | 4.2% |
|
AMAZON.COM INC | 3.9% | 5.2% | 3.9% |
|
NVIDIA CORP | 5.8% | 3.9% | 3.9% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to LCF
|
MASTERCARD INCORPORATED CLASS A | 4.6% |
|
JPMORGAN CHASE & CO | 4.2% |
|
PROCTER & GAMBLE CO/THE | 3.9% |
|
ALPHABET INC. CLASS A | 3.9% |
|
WAL-MART STORES INC | 3.4% |
|
NETFLIX INC | 3.3% |
|
WELLS FARGO & CO | 3.3% |
|
ABBVIE INC | 3.0% |
|
TESLA MOTORS INC | 2.7% |
|
ELI LILLY & CO | 2.6% |
USMC Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -5.7% |
|
META PLATFORMS INC | -2.6% |
|
PHILIP MORRIS INTERNATIONAL | -2.5% |
|
GOLDMAN SACHS GROUP INC | -2.5% |
|
HCA HOLDINGS INC | -2.2% |
 |
MEDTRONIC PLC | -2.2% |
|
BECTON DICKINSON AND CO | -2.0% |
|
MICROSOFT CORP | -1.9% |
|
MARKEL CORP | -1.9% |
|
SCHWAB (CHARLES) CORP | -1.8% |