Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
32.6%
% of PFI's 43 holdings also in XLF
19.2%
% of XLF's 73 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus XLF)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 6.2% | 6.1% | 6.1% |
|
JPMORGAN CHASE & CO | 5.2% | 10.8% | 5.2% |
|
VISA INC. CLASS A | 3.8% | 8.2% | 3.8% |
|
AMERICAN EXPRESS CO | 3.0% | 2.3% | 2.3% |
|
GOLDMAN SACHS GROUP INC | 2.2% | 2.8% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to XLF
|
AMERIPRISE FINANCIAL INC | 4.7% |
|
MR. COOPER GROUP, INC. | 4.2% |
|
PROGRESSIVE CORP | 3.6% |
|
UNUM GROUP | 3.0% |
|
BROWN & BROWN INC | 2.3% |
|
RAYMOND JAMES FINANCIAL INC | 2.3% |
|
AXA EQUITABLE HOLDINGS, INC. | 2.2% |
|
CBRE GROUP, INC. CLASS A | 2.2% |
|
WELLTOWER, INC. | 2.0% |
|
HOULIHAN LOKEY, INC. CLASS A | 2.0% |
PFI Underweight Relative to XLF
|
BERKSHIRE HATHAWAY INC-CL B | -10.8% |
|
JPMORGAN CHASE & CO | -5.6% |
|
VISA INC. CLASS A | -4.4% |
|
BANK OF AMERICA CORP | -4.2% |
|
MORGAN STANLEY | -2.3% |
|
S&P GLOBAL, INC. | -2.2% |
|
SCHWAB (CHARLES) CORP | -2.1% |
|
CITIGROUP INC | -2.1% |
|
MARSH & MCLENNAN COS | -1.5% |
|
CHUBB LIMITED | -1.5% |