# Portfolio overlap — BUFSX vs MMSC

Comparing **Buffalo Small Cap Growth Fund** (2026-03-31) and **First Trust Multi-Manager Small Cap Opportunities ETF** (2026-02-28).

- Shared positions: 34
- Buffalo Small Cap Growth Fund covered by First Trust Multi-Manager Small Cap Opportunities ETF: 0.1782547844033924347181988031
- First Trust Multi-Manager Small Cap Opportunities ETF covered by Buffalo Small Cap Growth Fund: 0.1782547844033924347181988031

## Buffalo Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MONEYMKT | 0.037968 |  |
| SILICON LABS | 0.033348 | ✓ |
| WISDOMTREE INVESTMENTS INC | 0.031505 |  |
| LIGAND PHARMACEUTICALS | 0.030966 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.024741 | ✓ |
| MYR GROUP INC/DELAWARE | 0.023142 | ✓ |
| ESCO TECHNOLOGIES INC | 0.022322 | ✓ |
| OPTION CARE HEALTH INC | 0.020108 |  |
| PALOMAR HOLDINGS | 0.019604 | ✓ |
| ADVANCED DRAINAGE SYSTEMS INC | 0.019344 |  |
| CACTUS INC CL A | 0.019273 |  |
| ONTO INNOVATION INC | 0.018789 | ✓ |
| SKYLINE CHAMPION CORP | 0.018594 |  |
| HALOZYME THERAPEUTICS INC | 0.018514 | ✓ |
| NOVANTA INC | 0.017989 |  |
| CIENA CORP | 0.017518 | ✓ |
| EVERUS CONSTRUCTION GROUP INC | 0.016567 | ✓ |
| HEALTHEQUITY INC | 0.016104 | ✓ |
| SITIME CORP | 0.015716 | ✓ |
| MEDPACE HOLDINGS INC | 0.015373 | ✓ |
| CASTLE BIOSCIENCES INC | 0.015120 |  |
| REPLIGEN CORP | 0.014621 | ✓ |
| SOLARIS OIL IN-A | 0.014082 | ✓ |
| NAPCO SECURITY TECHNOLOGIES INC | 0.014071 |  |
| WESCO INTL | 0.013964 |  |
| MATADOR RESOURCES COMPANY | 0.013793 |  |
| STERLING INFRASTRUCTURE INC | 0.013687 | ✓ |
| ARGAN INC | 0.013426 |  |
| KINSALE CAPITAL GROUP INC | 0.013287 | ✓ |
| MODINE MFG CO | 0.013224 | ✓ |
| SITEONE LANDSCAPE SUPPLY INC | 0.012724 | ✓ |
| PJT PARTNERS INC | 0.012421 |  |
| KORNIT DIGITAL LTD | 0.012292 | ✓ |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.012208 | ✓ |
| UNIVERSAL DISPLAY CORP | 0.012155 |  |
| VALVOLINE INC | 0.012035 |  |
| FTI CONSULTING INC | 0.011541 |  |
| BOOT BARN HOLDINGS INC | 0.010970 | ✓ |
| KADANT INC | 0.010926 |  |
| PATTERSON-UTI ENERGY INC | 0.010769 |  |
| DORMAN PRODUCTS INC | 0.010747 |  |
| PAYMENTUS HOLDINGS INC CL A | 0.010740 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.010715 |  |
| WILLDAN GROUP IN | 0.010670 |  |
| WAYSTAR HOLDING CORP | 0.010519 |  |
| HINGE HEALTH INC | 0.010452 |  |
| PEGASYSTEMS INC | 0.010413 |  |
| CELSIUS HOLDINGS INC | 0.010374 |  |
| TREX CO INC | 0.009989 |  |
| SHIFT4 PAYMENTS INC | 0.009340 |  |

## First Trust Multi-Manager Small Cap Opportunities ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.017236 |  |
| VSE CORP | 0.016028 |  |
| FABRINET | 0.014472 |  |
| BLOOM ENERGY CORP CL A | 0.013962 | ✓ |
| NLIGHT INC | 0.013197 |  |
| PRAXIS PRECISION MEDICINES INC | 0.011083 |  |
| RBC BEARINGS INC | 0.010862 |  |
| EZCORP INC CL A NON VTG | 0.010393 |  |
| FIRSTCASH HOLDINGS INC | 0.010341 |  |
| MSILF Treasury Portfolio, Class Institutional | 0.010267 |  |
| SITIME CORP | 0.010081 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.009794 |  |
| RAMBUS INC | 0.009770 |  |
| CRINETICS PHARMACEUTICALS INC | 0.009610 |  |
| TECHNIPFMC PLC | 0.009484 |  |
| ENCORE CAPITAL G | 0.009299 |  |
| PLANET LABS PBC A | 0.009287 |  |
| FTAI AVIATION LTD | 0.009138 |  |
| BOOT BARN HOLDINGS INC | 0.009028 | ✓ |
| PIPER SANDLER COS | 0.009007 |  |
| INTERDIGITAL INC | 0.008997 |  |
| POWELL INDUSTRIES INC | 0.008990 |  |
| LUMENTUM HOLDINGS INC | 0.008895 |  |
| CURTISS WRIGHT CORPORATION | 0.008641 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.008449 | ✓ |
| KARMAN HOLDINGS INC | 0.008359 |  |
| FIVE BELOW INC | 0.008333 |  |
| IRHYTHM TECHNOLOGIES INC | 0.008196 |  |
| SPX TECHNOLOGIES INC | 0.008142 |  |
| LIGAND PHARMACEUTICALS | 0.008059 | ✓ |
| GUARDANT HEALTH INC | 0.007826 |  |
| CAMTEK LTD | 0.007666 |  |
| CARPENTER TECHNOLOGY CORP | 0.007630 |  |
| URANIUM ENERGY CORP | 0.007620 |  |
| LEONARDO DRS INC | 0.007545 |  |
| XOMETRY INC-A | 0.007490 | ✓ |
| SOLARIS OIL IN-A | 0.007302 | ✓ |
| ACADEMY SPORTS and OUTDOORS INC | 0.007231 |  |
| TRAVERE THERAPEUTICS INC | 0.007216 |  |
| TURNING POINT BRANDS INC | 0.007110 |  |
| KRATOS DEFENSE and SEC SOLTN INC | 0.007031 |  |
| PALOMAR HOLDINGS | 0.006997 | ✓ |
| HALOZYME THERAPEUTICS INC | 0.006729 | ✓ |
| EXELIXIS INC | 0.006664 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.006558 |  |
| BWX TECHNOLOGIES INC | 0.006558 |  |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.006507 | ✓ |
| COHERENT CORP | 0.006282 |  |
| KYMERA THERAPEUTICS INC | 0.006199 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.006192 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-015518` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1135300/000089418926015518/0000894189-26-015518-index.htm>
- N-PORT (fund B) — accession `0000940400-26-014524` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1667919/000094040026014524/0000940400-26-014524-index.htm>

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