Fund Overlap

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


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66

Number of overlapping holdings

36.5%

% of PALC's 181 holdings also in MTUM

53.7%

% of MTUM's 124 holdings also in PALC

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

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Company Weight
in PALC
Weight
in MTUM
Overlap
JPMORGAN CHASE & CO 5.5% 5.3% 5.3%
NVIDIA CORP 4.3% 4.4% 4.3%
BROADCOM INC. 3.4% 6.2% 3.4%
PHILIP MORRIS INTERNATIONAL 2.2% 2.6% 2.2%
COSTCO WHOLESALE CORP 1.9% 3.9% 1.9%

Position Highlights (Non-Overlapping Exposures)
PALC Overweight Relative to MTUM
AMAZON.COM INC 4.8%
META PLATFORMS INC 3.6%
BERKSHIRE HATHAWAY INC-CL B 2.7%
ELI LILLY & CO 2.6%
MICROSOFT CORP 2.3%
TESLA MOTORS INC 2.1%
MCDONALD'S CORP 2.1%
AMGEN INC 1.9%
BANK OF AMERICA CORP 1.9%
CISCO SYSTEMS INC 1.6%
PALC Underweight Relative to MTUM
WAL-MART STORES INC -4.1%
ABBVIE INC -3.0%
BROADCOM INC. -2.8%
INTUITIVE SURGICAL INC -2.1%
COSTCO WHOLESALE CORP -1.9%
APPLOVIN CORP. CLASS A -1.8%
ORACLE CORP -1.7%
GE VERONA -1.7%
PALANTIR TECHNOLOGIES INC. CLASS A -1.4%
CONSTELLATION ENERGY CORPORATION -1.3%
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