Fund comparison · from official SEC filings
AAAA vs ATEAX: how much do they overlap?
Amplius Aggressive Asset Allocation ETF and Anchor Risk Managed Equity Strategies Fund
vs
Shared holdings
Company
AAAA
ATEAX
Q
QQQINVESCO QQQ TRUST SERIES 1
10.67%
68.57%
S
SPYSS SPDR S&P 500 ETF TRUST-US
2.53%
30.81%
F
FGXXXFIRST AM GOVT OBLIG-X
0.27%
0.62%
Only in AAAA
O
OEFISHARES S&P 100 ETF
10.32%
I
IOOISHARES GLOBAL 100 ETF
8.34%
I
IEMGISHARES CORE MSCI EMERGING
7.55%
I
IEFAISHARES CORE MSCI EAFE ETF
7.13%
S
STIPISHARES 0-5 YEAR TIPS BOND E
6.30%
S
SGOVISHARES 0-3 MONTH TREASURY B
6.21%
I
IJRISHARES CORE S&P SMALL-CAP E
5.48%
S
SHYISHARES 1-3 YEAR TREASURY BO
5.39%
I
IJHISHARES CORE S&P MIDCAP ETF
5.37%
V
VTVANGUARD TOT WORLD STK ETF
3.22%
D
DIASS SPDR DOW JONES INDUS AVG
2.46%
A
ACWIISHARES MSCI ACWI ETF
2.02%
A
AAPLAPPLE INC
1.97%
I
ICOWPACER DEVELOPED MARKETS INTE
1.22%
V
VUSBVANGUARD ULTRA SHORT BOND ET
0.96%
N
NVDANVIDIA CORP
0.91%
G
GOOGLALPHABET INC-CL A
0.87%
J
JHMMJOHN HANCOCK MULTI FACT MID
0.79%
I
IXUSISHARES CORE INTL STOCK ETF
0.77%
M
MSFTMICROSOFT CORP
0.77%
A
AVGOBROADCOM INC
0.76%
A
AMZNAMAZON.COM INC
0.62%
A
AMDADVANCED MICRO DEVICES
0.62%
J
JPMJPMORGAN CHASE & CO
0.56%
M
MUMICRON TECHNOLOGY INC
0.45%
Only in ATEAX
Nothing exclusive.
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ATEAX vs BUYWXMain BuyWrite Fund
43% overlap
ATEAX vs ABSTXTeberg Fund
19% overlap
ATEAX vs FTAGXWESTWOOD BROADMARK TACTICAL GROWTH FUND
16% overlap
AAAA vs AAUAAlpha Architect US Equity 3 ETF
15% overlap
AAAA vs CAHEXCalamos Hedged Equity Fund
13% overlap
ATEAX vs AGOXAdaptive Alpha Opportunities ETF
13% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.