Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
41.3%
% of FCLD's 49 holdings also in SKYY
30.6%
% of SKYY's 66 holdings also in FCLD
Overlap by Weight
Sector Drift (FCLD minus SKYY)
Overlapping Holdings
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| Company | Weight in FCLD |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
MONGODB, INC. CLASS A | 2.9% | 3.4% | 2.9% |
|
SALESFORCE.COM INC | 5.6% | 2.2% | 2.2% |
|
HUBSPOT INC | 3.1% | 2.0% | 2.0% |
|
SERVICENOW INC | 4.4% | 2.0% | 2.0% |
|
ATLASSIAN CORP. PLC CLASS A | 3.0% | 1.8% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FCLD Overweight Relative to SKYY
 |
SAP AG | 4.7% |
|
EQUINIX INC | 3.8% |
|
SALESFORCE.COM INC | 3.4% |
|
WORKDAY INC-CLASS A | 2.8% |
|
DIGITAL REALTY TRUST INC | 2.8% |
|
VMWARE, INC. CLASS A | 2.8% |
|
SERVICENOW INC | 2.5% |
|
SNOWFLAKE, INC. CLASS A | 2.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 2.4% |
 |
OPEN TEXT CORP | 2.4% |
FCLD Underweight Relative to SKYY
|
ARISTA NETWORKS, INC. | -4.5% |
|
ALPHABET INC. CLASS A | -4.3% |
|
MICROSOFT CORP | -4.3% |
|
AMAZON.COM INC | -4.0% |
|
ORACLE CORP | -3.7% |
|
INTL BUSINESS MACHINES CORP | -3.7% |
|
CISCO SYSTEMS INC | -2.6% |
|
AKAMAI TECHNOLOGIES | -2.6% |
|
CLOUDFLARE INC CLASS A | -2.3% |
|
LUMEN TECHNOLOGIES, INC. | -2.2% |