Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
13.3%
% of LCF's 48 holdings also in DUSA
27.3%
% of DUSA's 23 holdings also in LCF
Overlap by Weight
Sector Drift (LCF minus DUSA)
Overlapping Holdings
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| Company | Weight in LCF |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 6.1% | 12.8% | 6.1% |
|
AMAZON.COM INC | 5.2% | 8.1% | 5.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.7% | 9.6% | 4.7% |
|
ALPHABET INC. CLASS C | 5.0% | 3.9% | 3.9% |
|
MARKEL CORP | 1.7% | 4.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to DUSA
|
MICROSOFT CORP | 9.7% |
|
APPLE INC | 6.5% |
|
SALESFORCE.COM INC | 2.8% |
|
UNITEDHEALTH GROUP INC | 2.7% |
|
JOHNSON & JOHNSON | 2.5% |
|
VISA INC. CLASS A | 2.4% |
|
GOLDMAN SACHS GROUP INC | 2.3% |
|
HCA HOLDINGS INC | 2.3% |
|
ORACLE CORP | 2.1% |
|
BANK OF AMERICA CORP | 2.0% |
LCF Underweight Relative to DUSA
|
CAPITAL ONE FINANCIAL CORP | -9.9% |
|
META PLATFORMS INC | -6.7% |
|
WELLS FARGO & CO | -5.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -4.9% |
|
VIATRIS, INC. | -4.8% |
|
MGM MIRAGE | -4.3% |
|
APPLIED MATERIALS INC | -4.3% |
|
US BANCORP | -4.0% |
|
CIGNA CORPORATION | -3.9% |
|
BANK OF NEW YORK MELLON CORP | -3.4% |