Fund comparison · from official SEC filings
ATEAX vs BUAGX: how much do they overlap?
Anchor Risk Managed Equity Strategies Fund and Vest US Large Cap 10% Buffer Strategies Fund
vs
Shared holdings
Company
ATEAX
BUAGX
S
SPYSS SPDR S&P 500 ETF TRUST-US
30.81%
99.46%
Only in ATEAX
Q
QQQINVESCO QQQ TRUST SERIES 1
68.57%
F
FGXXXFIRST AM GOVT OBLIG-X
0.62%
Only in BUAGX
T
TOIXXFEDERATED HERMES TR OBL-INST
0.54%
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ATEAX vs BUYWXMain BuyWrite Fund
43% overlap
BUAGX vs BUYWXMain BuyWrite Fund
42% overlap
BUAGX vs GALState Street(R) Global Allocation ETF
24% overlap
ATEAX vs ABSTXTeberg Fund
19% overlap
ATEAX vs FTAGXWESTWOOD BROADMARK TACTICAL GROWTH FUND
16% overlap
ATEAX vs AAAAAmplius Aggressive Asset Allocation ETF
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.