Fund comparison · from official SEC filings
ACRIX vs BTPIX: how much do they overlap?
Horizon Active Risk Assist Fund and WESTWOOD BROADMARK TACTICAL PLUS FUND
vs
Shared holdings
Company
ACRIX
BTPIX
R
RSPINVESCO S&P 500 EQUAL WEIGHT
7.66%
11.92%
?
—N/A
0.21%
3.81%
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%
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%
N
NVDANVIDIA CORP
1.69%
F
FGXXXFIRST AM GOVT OBLIG-X
1.46%
M
MSFTMICROSOFT CORP
1.40%
G
GOOGLALPHABET INC-CL A
1.16%
A
AMZNAMAZON.COM INC
1.13%
A
AAPLAPPLE INC
0.83%
A
AVGOBROADCOM INC
0.67%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.39%
T
TSLATESLA INC
0.34%
O
ORCLORACLE CORP
0.32%
L
LLYELI LILLY & CO
0.23%
A
AMATAPPLIED MATERIALS INC
0.22%
C
CATCATERPILLAR INC
0.22%
T
TCEHYTENCENT HOLDINGS LTD-UNS ADR
0.20%
I
INTCINTEL CORP
0.17%
M
MUMICRON TECHNOLOGY INC
0.16%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.16%
Only in BTPIX
F
FGUXXFIRST AM GOVT OBLIG-U
67.24%
X
XMESS SPDR S&P METALS MINING
5.44%
X
XLESS ENERGY SELECT SECTOR
4.90%
G
GDXVANECK GOLD MINERS ETF
4.31%
?
—Chicago Mercantile Exchange
2.38%
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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.