Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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37

Number of overlapping holdings

30.1%

% of MTUM's 125 holdings also in PALC

21.9%

% of PALC's 169 holdings also in MTUM

Overlap by Weight
Sector Drift (MTUM minus PALC)
Overlapping Holdings

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Company Weight
in MTUM
Weight
in PALC
Overlap
BROADCOM INC. 6.1% 2.9% 2.9%
JPMORGAN CHASE & CO 5.3% 2.9% 2.9%
PHILIP MORRIS INTERNATIONAL 2.4% 2.7% 2.4%
ORACLE CORP 3.1% 2.2% 2.2%
NVIDIA CORP 3.9% 2.1% 2.1%

Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to PALC
WAL-MART STORES INC 5.3%
COSTCO WHOLESALE CORP 3.7%
BROADCOM INC. 3.2%
JPMORGAN CHASE & CO 2.5%
NVIDIA CORP 1.9%
GE VERONA 1.8%
GE AEROSPACE 1.8%
ABBVIE INC 1.7%
CONSTELLATION ENERGY CORPORATION 1.6%
AT&T INC 1.6%
MTUM Underweight Relative to PALC
TESLA MOTORS INC -4.8%
MICROSOFT CORP -4.6%
MCDONALD'S CORP -2.8%
AMAZON.COM INC -2.5%
ELI LILLY & CO -2.4%
APPLE INC -2.3%
VISA INC. CLASS A -2.0%
AMGEN INC -2.0%
BANK OF AMERICA CORP -1.9%
MASTERCARD INCORPORATED CLASS A -1.7%
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