Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
11.6%
% of PFI's 43 holdings also in NEWZ
16.7%
% of NEWZ's 30 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus NEWZ)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in NEWZ |
Overlap | |
|---|---|---|---|---|
 |
PROGRESSIVE CORP | 6.3% | 4.2% | 4.2% |
|
VISA INC. CLASS A | 4.0% | 3.2% | 3.2% |
|
BROWN & BROWN INC | 3.1% | 4.2% | 3.1% |
|
UNUM GROUP | 3.1% | 3.3% | 3.1% |
|
OLD REPUBLIC INTL CORP | 1.6% | 3.1% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to NEWZ
|
MASTERCARD INCORPORATED CLASS A | 6.5% |
|
AMERIPRISE FINANCIAL INC | 5.3% |
|
JPMORGAN CHASE & CO | 4.8% |
|
MR. COOPER GROUP, INC. | 3.4% |
|
AMERICAN EXPRESS CO | 2.7% |
|
RAYMOND JAMES FINANCIAL INC | 2.6% |
|
INTERCONTINENTALEXCHANGE INC | 2.2% |
|
WELLTOWER, INC. | 2.2% |
|
AXA EQUITABLE HOLDINGS, INC. | 2.1% |
|
PROGRESSIVE CORP | 2.1% |
PFI Underweight Relative to NEWZ
|
WASTE MANAGEMENT INC | -4.0% |
 |
NICE SYSTEMS LTD-SPONS ADR | -3.8% |
|
PHILIP MORRIS INTERNATIONAL | -3.7% |
|
DTE ENERGY COMPANY | -3.5% |
|
MOTOROLA SOLUTIONS | -3.5% |
|
K12 INC | -3.5% |
|
AMPHENOL CORP-CL A | -3.5% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | -3.4% |
|
VIRTU FINANCIAL, INC. CLASS A | -3.3% |
|
BEACON ROOFING SUPPLY INC | -3.3% |