{
  "page": "compare",
  "query": {
    "a": "HCMZX",
    "b": "HCMEX"
  },
  "retrieved_at": "2026-07-07T17:44:19+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": "HCM Sector Plus Fund",
    "ticker": "HCMZX",
    "slug": "HCMZX",
    "series_id": "S000048332",
    "html_url": "https://fundwatcher.app/funds/HCMZX/"
  },
  "fund_b": {
    "name": "HCM Multi-Asset Plus Fund",
    "ticker": "HCMEX",
    "slug": "HCMEX",
    "series_id": "S000055429",
    "html_url": "https://fundwatcher.app/funds/HCMEX/"
  },
  "overlap": {
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    "coverage_b_by_a": "0.3689416371824637494346642612",
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    "as_of": {
      "a": "2026-03-31",
      "b": "2026-03-31"
    },
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      },
      {
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      },
      {
        "name": "VANGUARD DVD A E",
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      {
        "name": "SPDR S&P 500 ETF Trust",
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      {
        "name": "VANGUARD HIGH DVD YIELD ETF MUTUAL FUND",
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      },
      {
        "name": "ISHARES SELECT DIVIDEND ETF MUTUAL FUND",
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      },
      {
        "name": "BBH SWEEP VEHICLE",
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      },
      {
        "name": "RALPH LAUREN CORP",
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        "name": "ENTERGY CORP",
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        "name": "GENERAL MOTORS CO",
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        "name": "SYNCHRONY FINANCIAL",
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        "name": "UNITED AIRLINES HOLDINGS INC",
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        "name": "AT&T INC",
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        "name": "VALERO ENERGY CORP",
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        "name": "FOX CORP CL A",
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      {
        "name": "DELTA AIR LI",
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      {
        "name": "FOX CORPORATION B",
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      {
        "name": "VANGUARD GRW ETF",
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      {
        "name": "MARATHON PETROLEUM CORP",
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        "name": "M&T BANK CORP",
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        "name": "KROGER CO",
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        "name": "PULTEGROUP INC",
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      },
      {
        "name": "PPL CORPORATION",
        "value": "4827028.40",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "4782955.60",
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      {
        "name": "ALTRIA GROUP INC",
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      {
        "name": "CF INDUSTRIES HOLDINGS INC",
        "value": "4541024.16",
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      {
        "name": "EQT CORPORATION",
        "value": "4307155.20",
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      },
      {
        "name": "SOUTHWEST AIRLINES CO",
        "value": "4273099.09",
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      {
        "name": "HEWLETT PACKARD ENTERPRISE CO",
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      {
        "name": "VIATRIS INC",
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        "name": "PUB SERV ENTERP",
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      {
        "name": "BORGWARNER INC",
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      {
        "name": "BERKSHIRE HATH-B",
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      {
        "name": "NEWS CORP NEW CL B",
        "value": "4084684.72",
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      {
        "name": "TYSON FOODS INC CL A",
        "value": "4074916.07",
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      {
        "name": "COTERRA ENERGY INC",
        "value": "3746099.70",
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      {
        "name": "BUNGE GLOBAL SA",
        "value": "3578899.20",
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      {
        "name": "ALBEMARLE CORP",
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      {
        "name": "METLIFE INC",
        "value": "3431546.56",
        "weight": "0.00187960",
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      {
        "name": "AES CORP",
        "value": "3345628.23",
        "weight": "0.00183254",
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      },
      {
        "name": "ALASKA AIR GROUP INC",
        "value": "3254625.42",
        "weight": "0.00178269",
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      },
      {
        "name": "NUCOR CORP",
        "value": "3242323.40",
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      {
        "name": "APA CORP",
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      },
      {
        "name": "ARCHER DANIELS MIDLAND CO",
        "value": "2916758.94",
        "weight": "0.00159763",
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      },
      {
        "name": "COGNIZANT TECH SOLUTIONS CL A",
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      },
      {
        "name": "AMERICAN AIRLINES GROUP INC",
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    ],
    "b_top": [
      {
        "name": "iShares Trust CORE US AGGREGATE BD ETF",
        "value": "172023891.03",
        "weight": "0.23045708",
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      },
      {
        "name": "OPTION",
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        "weight": "0.17141811",
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      },
      {
        "name": "iShares Trust ISHARES 0-3 MONTH TREASURY BOND ETF",
        "value": "120233337.00",
        "weight": "0.16107427",
        "shared": true
      },
      {
        "name": "STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND",
        "value": "120227098.00",
        "weight": "0.16106592",
        "shared": true
      },
      {
        "name": "Fundstrat Granny Shots US Large Cap ETF",
        "value": "69769623.00",
        "weight": "0.09346901",
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      },
      {
        "name": "VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET",
        "value": "48683404.00",
        "weight": "0.06522021",
        "shared": false
      },
      {
        "name": "BBH SWEEP VEHICLE",
        "value": "34934777.68",
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      },
      {
        "name": "V/E SEMICONDUCT",
        "value": "21585420.00",
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        "shared": false
      },
      {
        "name": "iShares Semiconductor ETF",
        "value": "21428632.00",
        "weight": "0.02870752",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "9605911.50",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000910472-26-008148",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537140/000091047226008148/0000910472-26-008148-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000910472-26-008147",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1537140/000091047226008147/0000910472-26-008147-index.htm"
    }
  ]
}