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
33.3%
% of USMC's 43 holdings also in LCF
31.1%
% of LCF's 48 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus LCF)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.0% | 9.7% | 7.0% |
|
APPLE INC | 6.1% | 6.5% | 6.1% |
|
META PLATFORMS INC | 4.1% | 6.1% | 4.1% |
|
AMAZON.COM INC | 2.9% | 5.2% | 2.9% |
|
SALESFORCE.COM INC | 2.8% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to LCF
|
NVIDIA CORP | 5.3% |
|
BROADCOM INC. | 3.8% |
|
ADOBE SYSTEMS INC | 3.8% |
|
COSTCO WHOLESALE CORP | 3.7% |
 |
ACCENTURE PLC-CL A | 3.5% |
|
ALPHABET INC. CLASS A | 3.3% |
|
MASTERCARD INCORPORATED CLASS A | 3.2% |
|
DANAHER CORP | 2.6% |
|
JPMORGAN CHASE & CO | 2.3% |
|
HOME DEPOT INC | 2.2% |
USMC Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -5.0% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.5% |
|
MICROSOFT CORP | -2.7% |
|
GOLDMAN SACHS GROUP INC | -2.3% |
|
AMAZON.COM INC | -2.3% |
|
HCA HOLDINGS INC | -2.3% |
|
ORACLE CORP | -2.1% |
|
META PLATFORMS INC | -2.0% |
|
MONSTER BEVERAGE CORPORATION | -1.9% |
|
MEDTRONIC PLC | -1.9% |