Fund Overlap

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


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78

Number of overlapping holdings

65.0%

% of MTUM's 124 holdings also in PALC

41.5%

% of PALC's 189 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
NVIDIA CORP 6.4% 5.4% 5.4%
META PLATFORMS INC 5.9% 5.2% 5.2%
MICROSOFT CORP 4.5% 5.0% 4.5%
AMAZON.COM INC 4.7% 4.4% 4.4%
ELI LILLY & CO 5.3% 2.8% 2.8%

Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to PALC
BROADCOM INC. 3.0%
ELI LILLY & CO 2.5%
ADVANCED MICRO DEVICES 2.1%
NETFLIX INC 1.9%
COSTCO WHOLESALE CORP 1.7%
SALESFORCE.COM INC 1.5%
ADOBE SYSTEMS INC 1.5%
GENERAL ELECTRIC COMPANY 1.4%
PROGRESSIVE CORP 1.4%
EATON CORP PLC 1.2%
MTUM Underweight Relative to PALC
APPLE INC -4.6%
BERKSHIRE HATHAWAY INC-CL B -4.3%
JPMORGAN CHASE & CO -3.7%
EXXON MOBIL CORP -2.3%
BANK OF AMERICA CORP -2.3%
CHEVRON CORP -2.1%
WELLS FARGO & CO -2.1%
VERIZON COMMUNICATIONS INC -1.7%
CITIGROUP INC -1.4%
CVS CAREMARK CORP -1.4%
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