Fund comparison · from official SEC filings
APSHX vs ATEAX: how much do they overlap?
Pinnacle Multi-Strategy Core Fund and Anchor Risk Managed Equity Strategies Fund
vs
Shared holdings
Company
APSHX
ATEAX
S
SPYSS SPDR S&P 500 ETF TRUST-US
9.11%
30.81%
F
FGXXXFIRST AM GOVT OBLIG-X
26.79%
0.62%
Only in APSHX
B
BILSS SPDR BB 1-3M T-BILL ETF
37.31%
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%
Only in ATEAX
Q
QQQINVESCO QQQ TRUST SERIES 1
68.57%
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19% overlap
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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.