Fund comparison · from official SEC filings
ACRIX vs ACWI: how much do they overlap?
Horizon Active Risk Assist Fund and iShares MSCI ACWI ETF
vs
Shared holdings
Company
ACRIX
ACWI
N
NVDANVIDIA CORP
1.69%
4.85%
A
AAPLAPPLE INC
0.83%
3.99%
M
MSFTMICROSOFT CORP
1.40%
2.88%
A
AMZNAMAZON.COM INC
1.13%
2.55%
G
GOOGLALPHABET INC-CL A
1.16%
2.24%
A
AVGOBROADCOM INC
0.67%
1.88%
M
METAMETA PLATFORMS INC-CLASS A
0.11%
1.33%
T
TSLATESLA INC
0.34%
1.08%
J
JPMJPMORGAN CHASE & CO
0.07%
0.85%
L
LLYELI LILLY & CO
0.23%
0.75%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
0.04%
0.65%
E
EXMOCEXXON MOBIL CORP
0.06%
0.65%
M
MUMICRON TECHNOLOGY INC
0.16%
0.58%
A
AMDADVANCED MICRO DEVICES
0.15%
0.58%
W
WMTWALMART INC
0.16%
0.58%
J
JNJJOHNSON & JOHNSON
0.06%
0.55%
V
VVISA INC-CLASS A SHARES
0.05%
0.55%
C
COSTCOSTCO WHOLESALE CORP
0.10%
0.45%
I
INTCINTEL CORP
0.17%
0.43%
M
MAMASTERCARD INC - A
0.04%
0.42%
C
CATCATERPILLAR INC
0.22%
0.42%
N
NFLXNETFLIX INC
0.05%
0.40%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.39%
0.32%
H
HDHOME DEPOT INC
0.02%
0.33%
O
ORCLORACLE CORP
0.32%
0.28%
Only in ACRIX
S
SPYGSS SPDR P S&P 500 GROWTH ETF
23.55%
S
SPDWSTE STR SPDR PT DW EU ETF
14.45%
I
IDEVISHARES CORE MSCI DEV MKTS
11.24%
S
SPEMSTATE STREET SP PTF EM ETF
10.53%
R
RSPINVESCO S&P 500 EQUAL WEIGHT
7.66%
S
SPYVSS SPDR P S&P 500 VALUE ETF
5.76%
U
USMVISHARES MSCI USA MIN VOL FAC
4.71%
Q
QUALISHARES MSCI USA QUALITY FAC
3.89%
A
AAXJISHARES MSCI ALL COUNTRY ASI
3.10%
F
FGXXXFIRST AM GOVT OBLIG-X
1.46%
?
—N/A
0.21%
T
TCEHYTENCENT HOLDINGS LTD-UNS ADR
0.20%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.16%
S
SFTBYSOFTBANK GROUP CORP-UNSP ADR
0.15%
S
SIEGYSIEMENS AG-SPONS ADR
0.09%
B
BABAALIBABA GROUP HOLDING-SP ADR
0.09%
B
BHPBHP GROUP LTD-SPON ADR
0.08%
T
TOELYTOKYO ELECTRON LTD-UNSP ADR
0.08%
A
ABBNYABB LTD-SPON ADR
0.08%
S
SBGSYSCHNEIDER ELECT SE-UNSP ADR
0.07%
H
HTHIYHITACHI LTD -ADR
0.07%
R
RIORIO TINTO PLC-SPON ADR
0.06%
A
AVAVAEROVIRONMENT INC
0.06%
S
SYMSYMBOTIC INC
0.05%
C
CCCCCC INTELLIGENT SOLUTIONS HO
0.02%
Only in ACWI
G
GOOGALPHABET INC-CL C
1.86%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
1.72%
S
SSNLFSAMSUNG ELECTRONICS CO LTD
0.71%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.66%
A
ASMLFASML HOLDING NV
0.56%
0
000660SK HYNIX INC
0.49%
T
TCTZFTENCENT HOLDINGS LTD
0.39%
A
ABBVABBVIE INC
0.37%
C
CVXCHEVRON CORP
0.37%
B
BACBANK OF AMERICA CORP
0.36%
C
CSCOCISCO SYSTEMS INC
0.36%
P
PGPROCTER & GAMBLE CO/THE
0.34%
U
UNHUNITEDHEALTH GROUP INC
0.34%
L
LRCXLAM RESEARCH CORP
0.32%
K
KOCOCA-COLA CO/THE
0.32%
H
HBCYFHSBC HOLDINGS PLC
0.32%
G
GEGENERAL ELECTRIC
0.31%
A
AZNASTRAZENECA PLC
0.29%
R
RHHVFROCHE HOLDING AG
0.29%
B
BABAFALIBABA GROUP HOLDING LTD
0.28%
N
NVSEFNOVARTIS AG-REG
0.28%
G
GSGOLDMAN SACHS GROUP INC
0.28%
M
MRKMERCK & CO. INC.
0.27%
R
RYDAFSHELL PLC
0.27%
N
NSRGFNESTLE SA-REG
0.26%
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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.