Fund comparison · from official SEC filings

BUYWX vs FTAGX: how much do they overlap?

Name: BUYWX vs FTAGX holdings overlap
Creator: Unwrap.Fund

Main BuyWrite Fund and WESTWOOD BROADMARK TACTICAL GROWTH FUND

Fund A

Fund B

Holdings overlap

16%

of assets, by weight

Shared positions

of 10 / 10 holdings

BUYWX expense ratio

—

net, per year

FTAGX expense ratio

1.70%

net, per year

Shared holdings

Company

BUYWX

FTAGX

SPYSS SPDR S&P 500 ETF TRUST-US

42.18%

5.25%

QQQINVESCO QQQ TRUST SERIES 1

11.70%

10.31%

Only in BUYWX

XLPSS CONSUMER STAPLES SEL SECT

14.79%

SMHVANECK SEMICONDUCTOR ETF

11.78%

XBISS SPDR S&P BIOTECH ETF

8.24%

DIASS SPDR DOW JONES INDUS AVG

6.84%

—MAIN BBH SWEEP

5.39%

ITBISHARES U.S. HOME CONSTRUCTI

4.88%

KWEBKRANESH CSI CHINA INTERNET

3.57%

—N/A

-9.37%

Only in FTAGX

FGUXXFIRST AM GOVT OBLIG-U

44.19%

XLKSS TECHNOLOGY SELECT SECTOR

9.80%

XLESS ENERGY SELECT SECTOR

5.98%

XMESS SPDR S&P METALS MINING

5.40%

XLISS INDUSTRIAL SELECT SECTOR

4.98%

RSPINVESCO S&P 500 EQUAL WEIGHT

4.97%

EZUISHARES MSCI EUROZONE ETF

4.89%

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.