Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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23
Number of overlapping holdings
37.1%
% of SKYY's 381 holdings also in WFH
60.5%
% of WFH's 41 holdings also in SKYY
Overlap by Weight
Sector Drift (SKYY minus WFH)
Overlapping Holdings
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| Company | Weight in SKYY |
Weight in WFH |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.1% | 3.5% | 3.5% |
|
ORACLE CORP | 4.6% | 3.2% | 3.2% |
|
MICROSOFT CORP | 4.0% | 2.9% | 2.9% |
|
AMAZON.COM INC | 4.0% | 2.8% | 2.8% |
|
CISCO SYSTEMS INC | 2.6% | 2.4% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
SKYY Overweight Relative to WFH
|
ATLASSIAN CORP. CLASS A | 10.1% |
|
ARISTA NETWORKS, INC. | 4.3% |
|
PURE STORAGE, INC. CLASS A | 3.8% |
|
NUTANIX, INC. CLASS A | 3.3% |
|
MONGODB, INC. CLASS A | 3.1% |
|
AKAMAI TECHNOLOGIES | 2.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | 2.3% |
|
GITLAB, INC. CLASS A | 2.0% |
|
APPLOVIN CORP. CLASS A | 2.0% |
 |
SHOPIFY, INC. CLASS A | 2.0% |
SKYY Underweight Relative to WFH
|
BROADCOM INC. | -3.4% |
|
SYNNEX CORP | -3.2% |
|
META PLATFORMS INC | -2.7% |
|
VERIZON COMMUNICATIONS INC | -2.6% |
|
CYBERARK SOFTWARE LTD. | -2.6% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -2.5% |
|
PEGASYSTEMS INC | -2.4% |
|
MARVELL TECHNOLOGY, INC. | -2.4% |
 |
YY INC-ADR | -2.3% |
|
PALO ALTO NETWORKS INC | -2.3% |