Fund comparison · from official SEC filings
AMAX vs APSHX: how much do they overlap?
Adaptive Hedged Multi-Asset Income ETF and Pinnacle Multi-Strategy Core Fund
vs
Shared holdings
Company
AMAX
APSHX
S
SPYSS SPDR S&P 500 ETF TRUST-US
11.21%
9.11%
Only in AMAX
F
FIGXXFIDELITY INV MMKT GOVT-I
28.65%
T
TLTISHARES 20+ YEAR TREASURY BD
17.78%
?
—RH Hedged Multi-Asse
14.51%
M
MSTRSTRATEGY INC
6.71%
I
IGLDFT VEST GOLD STRATEGY TARGET
6.37%
S
SPYGSS SPDR P S&P 500 GROWTH ETF
5.40%
G
GDXVANECK GOLD MINERS ETF
4.24%
G
GOOYYIELDMAX GOOGL OPTION INCOME
1.12%
A
APLYYIELDMAX AAPL OPTION INCOME
0.88%
N
NVDYYIELDMAX NVDA OPTION INC ETF
0.74%
A
AMZYYIELDMAX AMAZN OPTION INCOME
0.72%
M
MSFOYIELDMAX MSFT OPTION IS ETF
0.67%
F
FBYYIELDMAX META OPTION YIELD
0.57%
C
CWALT 2006-28CB A15CWALT 2006-28CB A15
0.25%
A
AHM 2004-1 4M1AHM 2004-1 4M1
0.13%
C
CWALT 2005-J11 4A1CWALT 2005-J11 4A1
0.03%
Only in APSHX
B
BILSS SPDR BB 1-3M T-BILL ETF
37.31%
F
FGXXXFIRST AM GOVT OBLIG-X
26.79%
F
FCUSPINNACLE FOCUSED OPPORT ETF
20.05%
F
FDLFIRST TRUST MORN DVD LEAD IN
1.55%
G
GYLDARROW DOW JONES GLOBAL YIELD
1.49%
X
XOPSS SPDR S&P OG EXP & PROD
1.04%
X
XLESS ENERGY SELECT SECTOR
1.04%
X
XLUST SR UTL SL SE SPDR ETF-USD
1.02%
S
SMHVANECK SEMICONDUCTOR ETF
0.60%
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11% overlap
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10% overlap
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10% 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.