# Portfolio overlap — BTPIX vs SAPEX Comparing **WESTWOOD BROADMARK TACTICAL PLUS FUND** (2026-01-31) and **Spectrum Active Advantage Fund** (2026-03-31). - Shared positions: 1 - WESTWOOD BROADMARK TACTICAL PLUS FUND covered by Spectrum Active Advantage Fund: 0.1080937784945129734894150722 - Spectrum Active Advantage Fund covered by WESTWOOD BROADMARK TACTICAL PLUS FUND: 0.1080937784945129734894150722 ## WESTWOOD BROADMARK TACTICAL PLUS FUND — top positions | Security | Weight | Shared | |----------|--------|--------| | FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U | 0.722439 | | | INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 0.123153 | ✓ | | State Street SPDR S&P Metals & Mining ETF | 0.057662 | | | MORGAN STANLEY & COMPANY MARGIN DEPOSIT ACCOUNT | 0.052682 | | | VANECK GOLD MINERS ETF/USA CL USD INC 0.00000000 | 0.033938 | | | ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.010126 | | ## Spectrum Active Advantage Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | U.S. Treasury Bills | 0.290463 | | | U.S. Treasury Bills | 0.155023 | | | INVESCO S&P 500 EQUAL WEIGHT MUTUAL FUND | 0.108094 | ✓ | | U.S. Treasury Bills | 0.102470 | | | MONEYMKT | 0.084639 | | | FRST AM-GV OB-Z | 0.084639 | | | Ambassador Fund USD Class | 0.058354 | | | V/P-CAT BND-K | 0.058250 | | | ISHARES S&P 100 ETF MUTUAL FUND | 0.057326 | | | AQR LONG-SRT EQ FU C | 0.000742 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-004640` (as of 2026-01-31) - N-PORT (fund B) — accession `0000910472-26-006371` (as of 2026-03-31) --- _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._ _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._ _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. See _