Fund comparison · from official SEC filings
BTPIX vs FTAGX: how much do they overlap?
WESTWOOD BROADMARK TACTICAL PLUS FUND and WESTWOOD BROADMARK TACTICAL GROWTH FUND
vs
BTPIX and FTAGX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
BTPIX
FTAGX
F
FGUXXFIRST AM GOVT OBLIG-U
67.24%
44.19%
R
RSPINVESCO S&P 500 EQUAL WEIGHT
11.92%
4.97%
X
XLESS ENERGY SELECT SECTOR
4.90%
5.98%
X
XMESS SPDR S&P METALS MINING
5.44%
5.40%
G
GDXVANECK GOLD MINERS ETF
4.31%
4.23%
Only in BTPIX
?
—N/A
3.81%
?
—Chicago Mercantile Exchange
2.38%
Only in FTAGX
Q
QQQINVESCO QQQ TRUST SERIES 1
10.31%
X
XLKSS TECHNOLOGY SELECT SECTOR
9.80%
S
SPYSS SPDR S&P 500 ETF TRUST-US
5.25%
X
XLISS INDUSTRIAL SELECT SECTOR
4.98%
E
EZUISHARES MSCI EUROZONE ETF
4.89%
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FTAGX vs AGOXAdaptive Alpha Opportunities ETF
21% overlap
FTAGX vs XLSRState Street(R) US Sector Rotation ETF
19% overlap
FTAGX vs ABSTXTeberg Fund
17% overlap
FTAGX vs ATEAXAnchor Risk Managed Equity Strategies Fund
16% overlap
FTAGX vs BUYWXMain BuyWrite Fund
16% overlap
BTPIX vs RLYState Street(R) Multi-Asset Real Return ETF
8% 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.