Fund comparison · from official SEC filings
AMAX vs BTSAX: how much do they overlap?
Adaptive Hedged Multi-Asset Income ETF and BTS Managed Income Fund
vs
Shared holdings
Company
AMAX
BTSAX
F
FIGXXFIDELITY INV MMKT GOVT-I
28.65%
30.59%
Only in AMAX
T
TLTISHARES 20+ YEAR TREASURY BD
17.78%
?
—RH Hedged Multi-Asse
14.51%
S
SPYSS SPDR S&P 500 ETF TRUST-US
11.21%
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 BTSAX
T
TFLOISHARES TREASURY FLOATING RA
11.89%
J
JEPIJPMORGAN EQUITY PREMIUM INCO
7.94%
S
SRLNSS BLACKSTONE SR LOAN ETF
7.93%
J
JAAAJANUS HENDERSON AAA CLO ETF
5.95%
I
IEFISHARES 7-10 YEAR TREASURY B
5.94%
A
AGZISHARES AGENCY BOND ETF
5.93%
N
NOBLPROSHARES S&P 500 DIVIDEND A
3.98%
V
VGTVANGUARD INFO TECH ETF
3.98%
I
IYMISHARES U.S. BASIC MATERIALS
3.97%
P
PCEFINVESCO CEF INCOME COMPOSITE
3.97%
J
JBBBJANUS HENDERSON B-BBB CLO ET
3.97%
S
SJNKSS SPDR BB ST HI YIELD ETF
3.96%
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31% overlap
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28% overlap
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13% overlap
AMAX vs ATEAXAnchor Risk Managed Equity Strategies Fund
11% overlap
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11% 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.