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Fund comparison · from official SEC filings

ATEAX vs FTAGX: how much do they overlap?

Anchor Risk Managed Equity Strategies Fund and WESTWOOD BROADMARK TACTICAL GROWTH FUND
Holdings overlap
16%
of assets, by weight
Shared positions
2
of 3 / 10 holdings
ATEAX expense ratio
2.14%
net, per year
FTAGX expense ratio
1.70%
net, per year
Shared holdings
Company
ATEAX
FTAGX
Q
QQQINVESCO QQQ TRUST SERIES 1
68.57%
10.31%
S
SPYSS SPDR S&P 500 ETF TRUST-US
30.81%
5.25%
Only in ATEAX
F
FGXXXFIRST AM GOVT OBLIG-X
0.62%
Only in FTAGX
F
FGUXXFIRST AM GOVT OBLIG-U
44.19%
X
XLKSS TECHNOLOGY SELECT SECTOR
9.80%
X
XLESS ENERGY SELECT SECTOR
5.98%
X
XMESS SPDR S&P METALS MINING
5.40%
X
XLISS INDUSTRIAL SELECT SECTOR
4.98%
R
RSPINVESCO S&P 500 EQUAL WEIGHT
4.97%
E
EZUISHARES MSCI EUROZONE ETF
4.89%
G
GDXVANECK GOLD MINERS ETF
4.23%
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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.