{
  "page": "compare",
  "query": {
    "a": "BTPIX",
    "b": "FTGOX"
  },
  "retrieved_at": "2026-07-07T19:27:08+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "WESTWOOD BROADMARK TACTICAL PLUS FUND",
    "ticker": "BTPIX",
    "slug": "BTPIX",
    "series_id": "S000077489",
    "html_url": "https://fundwatcher.app/funds/BTPIX/"
  },
  "fund_b": {
    "name": "WESTWOOD BROADMARK TACTICAL GROWTH FUND",
    "ticker": "FTGOX",
    "slug": "FTGOX",
    "series_id": "S000077488",
    "html_url": "https://fundwatcher.app/funds/FTGOX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3652384293221980525157587870",
    "coverage_b_by_a": "0.3652384293221980525157587870",
    "shared_count": 4,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U",
        "value": "44502528.00",
        "weight": "0.72243949",
        "shared": true
      },
      {
        "name": "INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND",
        "value": "7586265.92",
        "weight": "0.12315296",
        "shared": true
      },
      {
        "name": "State Street SPDR S&P Metals & Mining ETF",
        "value": "3551983.68",
        "weight": "0.05766174",
        "shared": true
      },
      {
        "name": "MORGAN STANLEY & COMPANY MARGIN DEPOSIT ACCOUNT",
        "value": "3245244.44",
        "weight": "0.05268224",
        "shared": false
      },
      {
        "name": "VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000",
        "value": "2090580.60",
        "weight": "0.03393780",
        "shared": true
      },
      {
        "name": "ZCS BRL 14.0087 05/12/25-01/04/27 CME",
        "value": "623750.49",
        "weight": "0.01012576",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U",
        "value": "35536161.78",
        "weight": "0.21873434",
        "shared": true
      },
      {
        "name": "SPDR S&P 500 ETF Trust",
        "value": "35203973.75",
        "weight": "0.21668963",
        "shared": false
      },
      {
        "name": "OPTION",
        "value": "25987325.43",
        "weight": "0.15995876",
        "shared": false
      },
      {
        "name": "UTILITIES SELECT SECTOR SPDR MUTUAL FUND",
        "value": "10852376.50",
        "weight": "0.06679921",
        "shared": false
      },
      {
        "name": "State Street SPDR S&P Metals & Mining ETF",
        "value": "9950160.64",
        "weight": "0.06124583",
        "shared": true
      },
      {
        "name": "STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND",
        "value": "9429445.50",
        "weight": "0.05804069",
        "shared": false
      },
      {
        "name": "State Street Industrial Select Sector SPDR ETF USD Class",
        "value": "9179272.96",
        "weight": "0.05650082",
        "shared": false
      },
      {
        "name": "ISHARES MSCI EUROZONE ETF",
        "value": "9086424.60",
        "weight": "0.05592931",
        "shared": false
      },
      {
        "name": "INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND",
        "value": "8919938.56",
        "weight": "0.05490455",
        "shared": true
      },
      {
        "name": "VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000",
        "value": "8317577.40",
        "weight": "0.05119686",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-004640",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1545440/000091047226004640/0000910472-26-004640-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-004635",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1545440/000091047226004635/0000910472-26-004635-index.htm"
    }
  ]
}